This article will cover how to access InstaDocs. Canibuild's one-stop shop for all building, engineering & architectural certificates, reports, plans & approvals. Order exactly what you need on the spot. Just add to cart & pay as you go.
Streamline your sales process further by ordering reports, certificates & plans you need with a click of a button. Remove the admin time contacting different suppliers & following their individual processes. These can be used to fast-track the planning stages of the building process.
- Click InstaDocs on the left panel.
To view the full list of documents available for the specific build type, place a design on the site.
- Enter a document name into the Search Bar.
- Click the Filter icon to sort the list.
- Click the Plus (+) to add an item to cart.
- Click Remove to delete an item from cart.
- Click the Heart to add to Favourites.
- Click View Cart to checkout.
- Select Document Types.
- Toggle to show Favorite.
Filter documents by category:
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Property
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Architectural
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Approval Packages
- Click Remove to delete an item from the cart.
- Click the Back Arrow to add more items.
- Click Checkout to complete order.
All of the documents for that site are available in CRM > Documents or MyHub > Orders. Documents with longer ETAs may still be processing. All documents can be downloaded at any time once the status is ready.
- Click CRM.
- Select Documents.
- Click the Plus (+) to select a document.
- Click Actions to export documents:
- Select Send Email.
- Select Copy Link.
- Select Download.
Request Sign is exclusively for the Quoting tool. This allows a quote document to be electronically signed by a client.
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Click MyHub at the top right of the screen.
- Click the Orders tab on the left.
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Search for an address.
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Click the address to view its associated documents.
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Click the blue link next to a document to download it.
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All documents remain stored under their respective address.
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Check the status, price, and date of each document.
