Appia® – Infotech

Appia® | Business Setup

Appia® | User roles and permissions
See also: Appia® | Licenses | Add, renew, or assign licenses Intro to Appia® user roles What is a user role...
Appia® | Order licenses as a first-time user
See also: Appia® | Licenses | Add, renew, and manage licenses Appia® | User roles and permissions Are you and yo...
Appia® | Add, renew, and assign licenses
In this article: Add licenses | Renew licenses | Assign licenses | Payment options and tax information Related res...

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Appia® reference data setup
On this page: import reference data export reference data search reference list data You can customize lists in the...
Appia® reference items
In this article: add or edit a reference item delete a reference item The Items page lists all the items entered in...
Appia® reference contractors
In this article: add or edit a reference contractor delete a reference contractor The Contractor page lists all the...

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New Appia® projects
In this section: create a project import a project delete a project Projects created in the Appia service are use...
Analysis and award bids in the Appia® service
In this article: bid tabulations analyze bids award bid Once you've entered the bids into the Appia service, you ca...
Import analysis and award bids in the Appia® service
In this article: import the first bid import subsequent bids find bid by contractor delete bid Once bids have been ...

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Appia® | Daily reports
See also: Appia® | Video training Appia® | Submit a daily report for approval Appia® | Daily report approvals and ...
Appia® | Submit a daily report for approval
In this article: submit a daily report for approval, undo daily report approval Once a report has been submitted and...
Appia® | Daily report approvals and actions
In this article: approve or deny a daily report, undo daily report approval, mark as reviewed, mark as checked, expo...

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Appia® punch lists
In this article: add, edit, or delete a punch list task A punch list is a set of user-defined tasks intended to be co...
Issue Appia® final payment
In this article: before the final payment, things to know, create final payment The final payment is used when the pr...
Archive and complete Appia® project statuses
In this article: mark project complete, archive or restore a project An archived project no longer displays on the My...

Appia® data exports
In this article: export projects export reports export database If you have the proper access, you can export Appia...
Appia® | All reports
In this article: PDF and CSV reports The Appia service creates PDF reports (and for some areas, CSV exports) using ...
Appia® query
In this article: query builder build the header build the body save or delete the query run the report You can buil...

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Appia® | Doc Express® integration
In this article: Why integrate Appia and Doc Express? | Enable the integration | The Appia <-> Doc Express workfl...
Appia® | API and PAT usage
Appia®'s latest Application Programming Interface (API) version lets you execute requests using a Personal Access T...
Appia® | Connect to Esri
Having issues connecting your Appia account to Esri? You must have either a system administrator or senior project...

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Appia® help guides
Guides to help with all parts of the service and quick snippets of information to help you get your task done. Projec...
Appia® video training
Subscribe to the Infotech® YouTube channel All Appia videos Creating a Project Daily Reports Managing Users Refere...