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Welcome to Web Administrator

Welcome to Web Administrator. Training Session. Field2Base will provide you with applicable Web Administrator rights and any combination thereof:. Administrator Rights. Administrator for one project Administrator for multiple projects Administrator for reporting Administrator for forms.

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Welcome to Web Administrator

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  1. Welcome to Web Administrator Training Session

  2. Field2Base will provide you with applicable Web Administrator rights and any combination thereof: Administrator Rights • Administrator for one project • Administrator for multiple projects • Administrator for reporting • Administrator for forms

  3. Field2Base will generate an e-mail and provide website link, user name and password.

  4. Log In Note the unique Company ID in the URL Address

  5. Select My Profile to make any Web Administrator information edits. Web Administrators are not visible in “Users”.

  6. Change your User Name (log-in), correct spelling, e-mail address, phone number and Submit.

  7. Change Password

  8. Multiple Project Selection in Field2Base

  9. What is a Company Project in Field2Base? • Users - Will all Field2Base users communicate with the same recipients? Or are the majority of recipients different depending on the job? 2. Documents - Will all users utilize the same documents/drawings? Or are they specific to each job? 3. Forms – Will users complete the same forms? Or are they specific to each job? 4. Filing – Is it important to access past records for a specific job and possibly archive documents? Or is everything done from Field2Base applicable for the company project as a whole?

  10. One Designated Project Each company is assigned one project to start. Usually one project is sufficient.

  11. Multiple Projects A company can opt to have multiple projects. Please contact Field2Base to enableProjects.

  12. Add/Edit a Project

  13. Populate fields in the Project Detail window with new project information and Submit.

  14. Edit BCC Users to designate users to receive all project attachments sent from Field2Base. Select Submit when finished.

  15. Delete a Project Please contact f2bsupport@field2base.com or call 919-462-8500 ext. 5 to remove a project.

  16. Field2Base User & RFI Recipient List from the Digital Envelope. Recipients are also listed for a user sending a Form or Report.

  17. Upload Contacts from Microsoft Outlook Create a .CSV file and Upload to Field2Base

  18. Add/Edit Users (Recipients) Users can be Field2Base Tablet PC Users or recipients of Field2Base communications.

  19. Type user information. Red Asterisks are required. Password may not be applicable; however, it is still required

  20. Assign Projects (Option 1) Select Assign Users Projects or while editing a user, select the Assign Projects.

  21. Designate the user; add or remove the applicable projects.

  22. Assign Projects (Option 2) Select the Assign Projects from the main menu.

  23. Select the appropriate project to designate Users to.

  24. Delete a User No “undo” feature or “recycle bin”.

  25. Field2Base My Filing Cabinet All uploaded documents can be viewed and annotated. .DWG and .DXF can also be annotated from Project Communications>CAD.

  26. Upload Documents .DWG, .DXF (version 2000) .PDF, .DOC, .XLS, .BMP, .JPG, & .TIF

  27. Re-Upload a Revised Document

  28. Remove Documents Displays uploaded docs and published forms (.eforms)

  29. Browse Documents to view what’s been uploaded

  30. View per Project. Select the Back button when finished viewing. A revised document can be uploaded again to overwrite existing document.

  31. Reporting Rights – Display Usage Report

  32. Dashboard Reporting – Tablet Status & Traffic

  33. Tablet Status – Verify Version (Patch) Installed

  34. View Traffic – Display an Activity Report

  35. Forms (Company Forms Designer/Publisher)

  36. Log Out or Close Window to Exit:

  37. Field2Base Documentationhttp://intranet.field2base.com/training/

  38. Assistance Field2Base Technical Support Trouble or questions, please contact technical support:f2bsupport@field2base.com919-462-8500 ext. 5 Field2Base Training Services To schedule training or questions, please contact:f2btrain@field2base.com 919-462-8500 ext.161

  39. Questions/Review?

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