What it does
This article shows what is in the left sidebar and where to find each tool.
Project switcher
The project switcher sits at the top of the sidebar. Click it to change projects or make a new one. Click Manage projects → under it to see all your projects.
Main
- Dashboard — a snapshot of your active project.
- Products — the products in your active project.
- Library — products you saved to reuse on any project.
- Submittals — make, open, review, and share submittals.
- Submittal Builder — build a submittal by chatting with AI.
- Documents — project specs, drawings, and other files.
- Doc Template — set how your submittal PDF looks.
Tools
- Counts & Measure — count fixtures and measure on drawings.
- Procurement — quotes, proposals, purchase orders, and the procurement log.
Bottom of the sidebar
- Settings — your profile, billing, usage, team, notifications, security, and data.
Admins also see an Admin section.
Tools that moved
Some tools are no longer in the sidebar. Here is where to find them now:
- Import Products — click the Import Products button on the Products page.
- Find cut sheets — on the Products page, open a product and click Find cutsheet. Or select several products and click Find Cutsheets in the bar at the bottom.
- Submittal Review — click a submittal on the Submittals page to open its detail panel.
Common questions
Where is AI Search, Spec Comparison, or Drawing Analysis?
These pages were retired. To read a spec or drawing, use the Submittal Builder or Import Products.
Where do I land when I log in?
You land in the Submittal Builder.