How to Use the InstaDocs Catalogue

This article will go through the InstaDocs tab. This tab allows users to apply markups, create packages, add documents, & view receipts for purchased documents.

InstaDocs is especially important when Canibuild is used as a front-facing sales tool. All default documents under Services display the cost charged by Canibuild. However, you may prefer to show a marked-up or modified sale price to your client.

To access the Admin section Click on your initials on the top right corner of the screen.
Select Admin from the dropdown menu.

Click InstaDocs Catalogue.

Click on an item to add a margin.
Select a margin type: % (Percentage) or $ (Amount).
Enter the Margin Value.
Click Update to save the margin.
Click Remove Margin to clear the changes.

If Canibuild is being used as a front-facing sales tool, you can add your own documents to InstaDocs.

Click Add Item in the top right corner.

Enter a Name for the new document.
Enter a Price.
Select a File Extension (PDF / DWG / RVT / ZIP).
Select a Colour (blue / orange / purple / green).
Enter a number for ETA.
Select an ETA Unit (day / week / month).
Type a Short Description.
Select a Build Type.
Select a Document Group (Property / Engineering / Architectural / Surveying).
Enter a longer Description.
Click the Save button when complete.

Click the small squares on all documents you want to group..
Click Create Package.

Enter a Name for the new package.
Enter a new Total Price.
Select a Colour (blue / orange / purple / green).
Enter a number for ETA.
Select an ETA Unit (day / week / month).
Type a Short Description.
Select a Build Type.
Select a Document Group (Property / Engineering / Architectural / Surveying).
Enter a longer Description.
Click the Save button when complete.

At the time of ordering, set a Prepaid Percentage for the document cost.
Choose the Payee: either the Account Owner or the End Client.

All records of purchased documents are stored under Receipts.
Use the sorting tools to organise receipts as needed.