01 · Getting started

Importing your project data

01 · Getting started

Specs + drawings

Bulk-drop a folder. We OCR, index, and embed. Page-level citations work immediately. Re-import a revision and Doc Compare auto-runs the diff.

02 · Getting started

Contracts

Drop AIA A101+A201, ConsensusDocs 200, DBIA, EJCDC, or your custom MSA. Contract Review runs automatically; you get a risk-tagged review on the first page open.

03 · Getting started

Vendor list + COIs

CSV import for vendors. For COIs, drop the cert PDFs and we OCR each one against your trade-specific minimums.

04 · Getting started

Schedule

P6 XER, MS Project XML, or our native scheduler. Once imported, Schedule Risk indexes activities + predecessors.

★ · Still stuck?

Email support.

Replies within 11 minutes on Team and Business plans. support@trueleveler.com