How do I import Homework?
Click on Opportunities on the left-hand pane.
Click on the relevant Opportunity.
Click on the attachments link at the bottom of the center pane.
Click BROWSE… next to “Upload your Floor Plan” to select the file from your device, and then save.
Click Drop or click here to upload… in the right-hand pane to select other images and files to save to this Opportunity.
You can also batch upload several items at once by holding Ctrl on your keyboard and selecting all the relevant files in your File Explorer and dragging them on top of the Drop or click here to upload… link, then click UPLOAD.
Your files will now show in the Attachments page center pane.
“Homework” For Your Prospective Client
Prospect Homework Documents The prospect Homework Documents provided by DesignAlign include: Kitchen or Bath Needs Assessment Survey Measuring & Photographing Your Kitchen or Bath The purpose of these documents is to allow your prospective client to ...
How do I locate the Homework documents?
Click Opportunities from the left-hand pane. Click on the Opportunity name. Click on attachments on the bottom center pane. Click on NEW + from the right-hand pane. Select Opportunity Forms from the Type dropdown. Select the desired Homework ...
Homework is a series of documents that you send to your prospective client that guides them through the process of gathering proper specs and information necessary to create a successful Investment Analysis. Homework can be found under the ...
Going over the Homework
Make sure to proof all Homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem realistic for the space? Create/sketch a floor plan and elevations using ...
Importing Homework for the Project
Click on Opportunities on the left-hand pane. Click on the relevant Opportunity. Click on the attachments link at the bottom of the center pane. Click BROWSE… next to “Upload your Floor Plan” to save the floor plan to this Opportunity. Click Drop or ...