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Prime Contractors / Agencies

I forgot my password. How do I reset it?


To reset your password, simply click on the 'Forgot password?' link below the password field on the login page. Or click the following link to redirect you to this page: https://app.targetdocs.com/users/password/new




How do I add company administrators?


To add administrators to your company account, follow these steps:

  1. Click the 'Users' tab on the far left blue navigation bar.
  2. Click the '+ Invite Co-Administrator' button on the top right corner.
  3. Enter the email address of the user you wish to add and click 'Send'.
The new user should recieve a confirmation email in their inbox to confirm their account and create a password.




How do I invite subcontractors, suppliers, and vendors to a project?


After creating a project, simply click on the settings icon for the contract you want to add subcontractors to. Next, simply scroll down to the 'Add Organizations' section and enter the email address of the account administrator for each external organization and click 'SEND'. If entering multiple emails, simply separate each email address with a comma ','. Note: ONLY ONE EMAIL INVITATION PER ORGANIZATION. Make sure you are inviting just the account administrator for each organization and not a project manager or other co-administrator. In order to connect with an external organization you must send the invite to the email address of the account administrator.




How do I know if an external organization has connected to a project?


Under the 'Add Organization' section of the project settings page you will see a list of email addresses of the account managers of each organization that has been invited to connect to the project. A green light next to the email indicates that the user has connected to the project. A yellow light indicates they have not yet connected.




An organization administrator says they didn't recieve an email invitation. How do I get them to connect to a project?


Go to the 'Add Organization' setion in the project settings page.
Here you will see a list of the organization administrator emails. To the right of each address is an email icon. Click this to re-send the email invitation.
Note: If the invitation still doesn't seem to go through, make sure that the user's email isn't sending it to the spam folder. Also, make sure that the email on the list is the correct email.




How do I change a label name?


Go to the project settings page and scroll down to the 'Add Project Labels' section. To the right of each label you will see an 'Edit Label' icon. Click the icon to open the label edit screen. Here you can change the label name and also edit the first due date and frequency of the label. Make sure to click the 'Update' button to save the edits. Note: In the 'Edit Label' screen you may also select the external organization that are associated with the label. By default, every label created is associated with all organizations.




How do I deactivate a user within my company?


Go to the 'Users' tab on the blue nav bar on the far left. To the right of each email address you will see a checkbox. Simply click the checkbox and the check will disapper. This will deactivate the user. Click again to reactiavte the user.




How do I download a file?


On the 'Documents' page, simply select the checkboxes next to the files you want to download and click the 'Download' button.




How do I filter the document list?


On the 'Documents' page, simply select the label you want from the dropdown and click 'Apply' to filter. Click 'Reset' to reset all filters.




How do I sort the document list?


On the 'Documents' page, simply click the header name of any column and it will sort. To multi-sort, simply hold the 'shift' key on the keyboard while clicking the header names of the columns.




How do I check the status of documents? What's turned in and what's still missing?


On the 'Checklist' tab, simply select the label you want to check from the dropdown and click 'Apply'. If you want to check a specific date, simply select it from the second dropdown and click 'Apply' to check.




How do I create a project inbox?


Simply click on the '+ Add Project' button to get started:




How do I add labels to a project?


In the project settings page simply scroll down to the 'Add Project Labels' section and enter the name of the label you wish to add (REQUIRED): To add the label, simply click the '+ Add Label' button to add it to the project (REQUIRED): If the label has a frequency (i.e. weekly, monthly, quarterly, etc...) simply select the first due date from the calendar (OPTIONAL): Next, select a frequency from the dropdown menu (OPTIONAL): To add the label, simply click the '+ Add Label' button to add the label to the project. To save the labels to the project simply scroll down to the bottom of the project settings page and click the 'Update' button:




How do I notify an organization to turn in a document?


Go to the 'Checklist' tab under the project's document page. Check the file status by selecting the first dropdown 'Document Type' (REQUIRED) and a due date from the second dropdown if there is one (OPTIONAL): Next click 'Apply' to display the file status of a document (REQUIRED): Under the column 'Request File' email icons will appear for any file that is missing. Click on this icon to automatically send a file request email:




Some buttons don't work or do anything when I click them.


If you are using a PC then this is most likely a browser issue common with Internet Explorer users. We recommend using the following browsers for the best experience: Google Chrome Mozilla Firefox Microsoft Edge




How do I associate a label with an organization or a group of organizations?


Go to the project settings and scroll down to the 'Add Label' section. Below you will find the list of project labels. Select the label you wish to customize by clicking the 'Edit Label' icon to the far right. In the 'Edit Label' screen you can customize the name, first due date and frequency of the label. At the bottom you will see a dropdown with a list of organizations. Here you can select each of the organizations you want to associate with this label. Select the organizations associated with the label. When you are finished selecting the organizations, click on the 'Update' button to save.





Subcontractors / Suppliers / Vendors

How do I upload a file to a project?


Simply login to your TargetDocs account and click on the 'Document' icon for the project you wish to upload files to: Next, click on the '+ Upload Files' button: Next, click 'Choose Files' and select the files you wish to upload to the project inbox. Once you have selected the files simply click 'Upload': Now that the files have been uploaded to the project inbox you may select a label for each file from the 'Document Type' dropdown list: If the file label has a weekly, monthly, or other due date the 'Period Ending' dropdown menu will automatically open and let you select a due date for that label:




How do I connect to a project?


To connect to a project you must first be invited by the Prime Contractor / Agency. You should receive a 'Project Invitation' email in your inbox. Click on the blue button to connect to the project:
This will take you to the 'Join a Project' page. The Project Access ID will be copied for you automatically. Simply add your Project Name and your Project Number. Click the 'Click to join' button to connect to the project: Next, you will be directed to the project documents page where you can upload all of your project files for the duration of the project.




How do I register an account?


When a Prime Contractor invites you for the first time to use TargetDocs you will be invtied to create an account for your organization. Check your inbox for a 'TargetDocs - Invitation instructions' email. Click the blue button to register your company account: At the TargetDocs registration page you will simply add your organization's name and create a password to login. Next, be on the lookout for a 'Contract Inviation' email in your inbox to connect to a Prime Contractor's project.




How do I add a label to a file?


Simply click the 'Document Type' dropdown next the file name and select the label that belongs to the file from the list: If there is a due date associated with the label then the second dropdown will appear with a list of dates for you to select.




Can I upload multiple files at once?


Yes. Click '+ Upload Files' and then click on 'Choose Files'. You may then select as many files you would like to upload at once to the project: Once you have selected all of the files you wish to upload to the project simply click 'Upload'. The files will now appear loaded into the project where you can select a label for each one from the 'Document Type' dropdown list.




Can I add other users in my organization to upload files to projects?


Click on the 'Users' tab on the far left blue bar. Next, click on the blue 'Invite Co-Administrator' button: This will bring up a pop-up window. Simply add the email of the users in your organization that you wish to add to the account and click 'Send':




Can I change a label for a file I already uploaded?


Yes. You can change the label of any file you upload to a project by simply clicking the 'Document Type' dropdown and select the label you wish to use from the list:




I forgot my password. How do I reset it?


From the login page simply click on the 'Forgot password?' link and follow the instructions in your inbox to reset your password: Or click the following link to redirect you to this page: https://app.targetdocs.com/users/password/new




Some buttons don't work or do anything when I click them.


If you are using a PC then this is most likely a browser issue common with Internet Explorer users. We recommend using the following browsers for the best experience: Google Chrome Mozilla Firefox Microsoft Edge