How can we help?
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.
How do I add company administrators?
To add administrators to your company account, follow these steps:
Click the 'Users' tab on the far left blue navigation bar.
Click the '+ Invite Co-Administrator' button on the top right corner.
Enter the email address of the user you wish to add and click 'Send'.
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.
How do I know if an external organization has connected to a project?
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.
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.
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.
How do I check the status of documents? What's turned in and what's still missing?
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):
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):
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:
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.
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:
How do I connect to a 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:
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:
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:
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:
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:
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: