Learn about
Conspectus Cloud


Explore our tutorial library to make the most of Conspectus Cloud.
Have other questions? Contact our support team via email or call 609-349-7171.

Getting Started

Create Your Account

  Receive login email

  Establish user profile

  Get Started

Managing Firm Users

  Add and remove firm participants

  Update user permissions

  Send firm invitation

 

Managing Users in Projects + Masters

  Add and remove project participants 

  Add and remove master participants

  Update user permissions

 

Email Notifications

  Email notification communication

  How to modify email preferences 

  How to modify comment notifications

  Master document update overview

 

Commenting

  Add and create your own comment

  Edit or delete your own comment

  Respond to a comment

  Resolve a comment

  Share comment with others

 

SPD and Spec

  System and Performance Descriptions (SPD) format explanation

  Specifications (spec) format explanation

  How to use formats

  Benefits of formats

 

Editing Functions

Editing Text and Choices

  Editing Specification Text

  Choice Types

  Inputting Content

  Customizing Choice Groups

Resolving Choices

  Resolving Choice Content

  Un-Resolving Choices

  Automatically Resolving Choices

Applying Tags

  Finding single doc tags

  Selecting tags to edit text

  Understanding tag icon

Hiding, Showing, and Deleting Content

  Deleting Content

  Deleting vs Hiding

  Hiding Content

Arranging Content, Copying & Pasting Elements

  Adding Parent + Child Elements

  Changing Order of Elements

  Promoting and Demoting Content

Inserting Tables and Images

  Adding Tables

  Adding + Deleting Rows or Columns

  Copying + Pasting Rows or Columns

  Merging Cells

  Adding + Deleting Images

Spec Editor View Options

  Hide + Show Left Panel

  Hide + Show Open Comments

  Hide + Show Resolved Comments

  Hide + Show Hidden Elements

  Show Final View

Edit Notes

  Purpose of notes in the document

  Create, edit, or delete a note

  Direct someone to the note

  Where notes are located

  Reference notes

System and Performance Description (SPD) Web Editor

  System and performance description (SPD) web editor functions

  Add, edit, and delete Element within the SPD

  Add, edit, and delete Children Headings

  Link to specification section

  Add image or table

Advanced Headers and Footers

  Build New Style Templates

  Edit Flexible Table Layout

  Pre-select Content and Custom Text

  Apply Styles to Individual Fields

  Adjust Flexible Cell Widths

 

Managing Documents

Creating New Versions

  Purpose of a version

  Create a new version

  Edit version name and comments

  Comparing versions

  Reviewing and navigating version comparisons

  Export tracked changes

Publishing Master Updates

  Distributing Updates to Projects

  Creating Document Version

Applying Master Updates

  Where to apply a Master Update(s)

  How to apply a Master Update(s)

  Identify which Master Update(s) are available

  Locate, reference, and apply single document tag update list

  Review, accept, reject, and apply updates

 

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