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How to Set up Default Messages (Admin only)

As an administrator, you can draft Default Messages by going to the Main Menu-->Admin-->Set up-->Default Messages.

TracFax is already set to send default messages for an awarded project as well as a new user. But you can customize a message if you would like, by clicking on the Edit button and typing in a message.

When you are satisfied with the content, click on the Save button.

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Editing a Project Before it is Awarded or Assigned

This guide will show you how to make the following changes to a project before it is awarded or assigned: Edit the Project Name/Description Add a P...

Managing Bids

Once bids start to arrive for your project, you will need to manage the bids. This guide tells you how to: View the details of the bids you have r...

How to Update your Profile Information

Steps: Click on your Avatar --> select Profile Find "Basic Details" section (top left of the page) --> click on "Edit User" button Make necessa...

Exporting/Downloading Project Data

Steps: 1. Home Menu --> “Projects” tab and select your project. 2. Open the tab for Activity Report.3. In the Activity Report, click on...

Adding new Properties from Heat Map View

Steps:1. Home Menu --> Properties Page, click the "green plus" button to the right. 2. Enter a Name for the New Property3. Enter its Address: ...

Search Knowledge Base Articles

How to Set up Default Messages (Admin only)

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Related Articles

Editing a Project Before it is Awarded or Assigned

Managing Bids

How to Update your Profile Information

Exporting/Downloading Project Data

Adding new Properties from Heat Map View