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How to create a new design

This video is coming soon

The written steps below already work. Come back to watch it.

How to create a new design. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open Engineering → Scaffold designer (Scaffold designer).
  2. In the New design card type the Design name (required).
  3. Optionally pick the Job and the Quote it belongs to. The customer is taken from the job or the quote.
  4. Choose Start from (blank, the sample house, or a design template) and the Units (Imperial (ft/in) or Metric (m)).
  5. Press Create & open. The design gets a number such as DSN-1001 and opens in the editor.

Tip

The New design card only shows for roles that can edit designs (Owner / Administrator, Office Manager, Sales & Estimating, Engineer / Document Control).