Daniel Traynor
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Activity overview
Latest activity by Daniel Traynor-
Daniel Traynor created an article,
Deleting Incorrect Compliance Documents
Step 1: Click on the project. Step 2: Click on the subcontract. Step 3: In order to delete an incorrect compliance requirement click on the "Compliance" tab in the tab bar, or click the com...
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Daniel Traynor created an article,
How to Set Up a Controlled Requirement to Require Notarization
Step 1: Go to your Project. Step 2: Go to the Billing Requirements tab. Step 3: Select to Create Requirements. Step 4: Select to add either Your First Controlled Requirement or Another Cont...
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Daniel Traynor created an article,
How to Work With Flashtract to Add E-Notary Support for a Document
Note: Certain documents in Flashtract may not have been set up in our database to use E-Notarization. If you find that you have created a billing requirement, tried to set up E-Notarization for it,...
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Daniel Traynor created an article,
What To Do If You Don’t Have an In-House Notary
Step 1: Log in as the user with permission to submit the invoice. Step 2: Make sure you are on a document that requires e-notary. Step 3: Download the document. Step 4: Bring the document t...
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Daniel Traynor created an article,
E-Sign and Notarize with Your In-House Notary
Step 1: Log in as the user with permission to submit the invoice. Step 2: Make sure you are on a document that requires e-notary. Step 3: Have your e-notary enter their credentials, and click ...
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Daniel Traynor created an article,
See Which Members of Your Company are Notaries
Step 1: Log in to Flashtract. Step 2: Select Company Settings. Step 3: Select Manage Team. Step 4: Browse users. Identify the pop-out icon next to the user's name. Step 5: Select the pop...
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Daniel Traynor created an article,
Add Notary Information to a User
Note: In order for your in-house notary to electronically notarize in Flashtract, they must have a Flashtract account. Step 1: Have an invitation sent to the notary to your company. To do this f...
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Daniel Traynor created an article,
Mapping a Flashtract SOV to Vista Accounting Lines
Overview: Mapping Flashtract SOV line items to Vista accounting lines builds the relationship between the Flashtract & Vista schedule of values. It is assumed that at this point in time the subcont...
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Daniel Traynor created an article,
Mapping a Flashtract SOV to Sage Accounting Lines
Overview: Mapping Flashtract SOV line items to Sage accounting lines builds the relationship between the Flashtract & Sage schedule of values. It is assumed that at this point in time the subcontra...
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Daniel Traynor created an article,
Project User Roles
Project Roles / Permissions: POC A Point of Contact can receive project level communications via email (schedule of values set up, change order issues, retainage released, etc.) A Point of Con...