features

  • Secure Vendor Login
  • Vendor Database Management
  • Multiple Admin Login
  • Admin Management Tools
  • Multiple Project Details
  • Project Database Management
  • Project File Storage
  • Multiple Vendor File Retrieval
  • View Updated Verifications
  • Automatic E-Mail Notifications
  • Lower Printing Cost
  • Manage Multiple Jobs
  • Manage Multiple Vendors
  • Update Multiple Vendors
  • Keep Track of Information
  • Secure Data


Take a quick look

    LOG-IN PAGE

    • SharePlans is customizable. When a user logs into your edition, it will include your logo.
    • Users can fill in their own profile information. They do the work but you retain admin approval.
    • SharePlans comes with a safe, encrypted lost password retrieval system.

    JOB FILES

    • With multiple workflows laid out simply before you, it is easy to keep track of numerous workflows.
    • All files for your jobs are organized here to keep track of multiple streams.
    • The job types are editable to customize your edition of SharePlans even further.


    PLAN ROOM

    • Manage the various files you’ve uploaded as they’re organized based off of phases of production.
    • It’s easy to see what project files were uploaded for what jobs and for which phase of production.
    • With easy linking through the entire SharePlans system, you can easily navigate your way around.
    • This page is a great way to get an overview of your entire project pipeline.

    MAIN VENDOR SCREEN

    • With vendors entering themselves into your database, you have easy access to all your resources.
    • Vendors can be organized alphabetically, or by categories that can be edited to tailor your needs.
    • You have the ability to add new vendors, or review pending accounts that vendors have created.
    • By clicking on a vendor, you have access to all their profile information including the vendor logs.
      Vendor logs allow you to see what files they have looked at for which jobs.

    VENDOR DETAILS

    • SharePlans allows for storing contact information for each key contact of a vendor.
    • Profile information fields and business classifications can be edited to fit your workflow better.
    • As an admin, you have the ability to easily edit and update vendor profile information.

    JOB DETAILS

    • The Job Details page starts with a great overview of the particular project you have opened.
    • Descriptions can be uploaded for each job so that vendors will have the information they need.
    • Need to know who all is on a job? The Job Details page lists the vendors assigned to that project.
    • The files associated with this job are laid out according to the phase they are associated with.
    • From here you can view which vendors have viewed which associated files.

    ADD VENDOR

    • Manage your vendors and job assignments here.
    • Vendors can be easily added and removed from specific jobs.
    • Access to the job information and files is never allowed unless a vendor is assigned to that job.

    EMAIL PLAN HOLDERS

    • The e-mail page allows you to relay information to vendors assigned to a job with one easy function.
    • The e-mail body is customizable with whatever message you need.
    • You can automatically e-mail vendors based off of a number of criteria, including vendor type.
    • The e-mail is tagged with a dynamic signature based on which admin is sending it.
    • Vendors may require phone follow up. Print “Exception Reports” when one is listed on an e-mail list.

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