Personalizing Your My Profile Page: A Detailed Video Tutorial

Navigate the personalization of your user account with our in-depth video tutorial on the My Profile page of our Construction Document Management Platform. This guide is designed to help you understand and customize the profile settings specific to your user account, ensuring that your personal preferences and requirements are met.

Video Overview:

Our tutorial provides a clear walkthrough of how to access and edit your My Profile page. By personalizing your profile, you ensure that your individual preferences and necessary information are accurately represented and utilized across the platform, separate from the broader company details.

What You'll Learn:

• Accessing Your Profile: Instructions on how to find and open your My Profile page from the dashboard by clicking on your profile icon.
• Understanding Available Fields: An overview of the information you can view and edit on your My Profile page, emphasizing that the details here should be personal to you and not reflect company-wide information.
• Uploading Signatures: Guidance on how to upload your signature for document signing, streamlining the contract signing process.
• Role Identification: How to determine and set whether you are a point of contact or a standard company employee, ensuring that communication and responsibilities within the platform are correctly aligned with your role.

Why It's Important:

Customizing your My Profile page is crucial for several reasons:

• Ensures that the platform reflects your personal preferences and necessary information.
• Streamlines processes like document signing by having your signature readily available.
• Clarifies your role within the company to other platform users, facilitating more efficient communication and task assignment.

Conclusion:

This video tutorial empowers you to take full control of your My Profile page, ensuring that your experience on our Construction Document Management Platform is as personalized and efficient as possible. By accurately setting up your profile, you contribute to a smoother workflow for yourself and your team, making every interaction with the platform tailored to your needs.

Watch the video now to start customizing your profile and enhancing your platform experience.