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...

  • 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...

  • 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,...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...