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Choose Project Settings for Owners

Assign Document Sets for Owners

After creating one or more document sets as an Owner acting as a Head Contractor, users with Create Projects user permissions can use the Assign Document Sets page to assign one them to a specific contract.

Working with the Assign Document Set Page for Owners

Assign Document Sets Table Field Overview

Assigning a Document Set

Navigate to the Assign Document Set Page

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Last Published Wednesday, July 10, 2024