My Account (Customer Portal)
- Navigate the My Account Portal
License Activation
- Activate/deactivate licenses (PlanSwift and Plugins)
Create a New Job
- Bring a new job in to PlanSwift
- Switch between existing jobs
- Delete jobs out of PlanSwift
Edit Pages
- Rename pages
- Page Tab
- Add/Delete Pages
- Organize pages
Navigate the Workspace
- Navigate the pages
- Open pages in new tab
- Undock pages
- Bookmarks
Tabs and Panels
- Description of each tab
- Undock tabs
- Description of the panels
- Move/Undock panels
Organize Takeoff
- Organize takeoff into folders
Scale
- Auto/Manual Scale
- Check dimensions
Basic Takeoff
- Area, Linear, Segment, and Count tools
- Discuss other takeoff tools available
- Add new sections of takeoff
- Copy/Paste takeoff
- Edit sections of takeoff
- Ortho, Snap
- Record mode
- Arc tool
Annotations
- Markups
- Arrows, Box, Pen
- Highlighter
- Note
- Image
- Annotations
- Revisions Clouds, Stamps, Sticky Tabs
- Overlay
View Tab
- Show/Hide options
- Adjustments for labels, dimensions, and notes
Tools Tab
- Rotate takeoff
- Zip Swift Job
Sharing Job Information
- Show legend on page
- Print Options
- Save as PDF
- Email Options
Study Hall
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