New Code:
To see a quick video demonstration click here: Folder Codes
If you are a Pro user, every Shared Folder needs a code. If you are a Standard user, every My Folder needs a code. Without a folder code, our system will not be "looking" in that folder for the document you need on a particular line of your submittal. Instead, it will simply look in the first folder in your list...this will not help you!
Select the edit/pencil button next to the folder name. For My Folders this brings up two sections; the editable folder information and the folder code field. For Shared Folders this brings up a window with the folder code field. Enter your folder code into this field and select Add Code. The code will display at the bottom of the window.
What code are we talking about?? Folder Codes are manufacturer names as they are displayed by your system. When a quote is uploaded to Submittal123, the folder code needs to be the same name or identifier used by your quote system so that Submittal123 can recognize and link a manufacturer folder to the unique identifier your office uses. For example: when you create a quote for Worlds Best Manufacturer in your quote system, under the manufacturer label, displays the nickname WBM. WBM is displayed on your quote when you save it to upload to Submittal123. Submittal123 has a manufacturer folder called Worlds Best Manufacturer and only knows to identify it as WBM when WBM is added as a folder code to the Worlds Best Manufacturer folder.
You can also add multiple codes to one Shared Folder. For example, your Worlds Best Manufacturer folder can have the code WBM, W.B.M., and so on. Perhaps some people in your office use a different name in your quote system for a given manufacturer - just add another code to the Shared Folder.
Alias:
The folder Alias is a name you would like displayed on your submittal package other than the default folder name in order to change the visibility of your package. This might be the full manufacturer name, an abbreviation, or any name by which your office or market identifies the documents within.
To add a folder Alias select the edit button next to any My Folder or Shared Folder name. This will bring up the Folder Codes menu. Below New Code is the Alias field. Simply type in the Alias (the name you would like to display other than the folder name) and select Add Code.