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Submittals and Transmittals

A short video to walk you through collecting submittal documents and creating the transmittal.

Click here to watch the video.
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Search Details

A brief overview of the Search functionality of the CINX website.
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Project details and functionality

A short video that explains the project menu, action buttons, views, and more.
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Adding items to a CINX project

This short video will walk users through the 3 primary methods to add items to a CINX project.
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Creating a new Delivery

A step-by-step guide to receiving a vendor delivery.
Create a CINX Project

To create a project in CINX is quite easy. A 4-step wizard will guide you through the process. There are several fields you can populate for the project, but only a handful are required.

If other CINX users from your company will be affiliated with this project, please make sure to assign them in the project (participants menu).

Read this article for more information on creating a CINX project. Click here if you would like to watch the video tutorial.
Import a bill-of-materials from estimating, modeling or other software package

Import a job/list from your estimating, modeling, or other software. This will allow users to reuse project data for procurement, submittals, and other activities. Click here to watch a video tutorial.
Create and Submit a Request for Quote (RFQ)

Once you have your project created and populated with your project items (see documentation if you need help with these tasks) now you begin the procurement tasks. Creating a Request for Quote, or RFQ, can be done stand-alone (not related to a project) or project-specific. The steps in this article are for a project-specific RFQ.