Publishing and Creating an iGUIDE

Scanning complete, time to upload

iGUIDE PLANIX App: Close active Survey

Once the property, required floors, and optional vertical and exterior scanning are complete, select "Close Survey" at the top right of the screen.

iGUIDE PLANIX App: Projects menu

Navigate to the Project screen by selecting the "Projects" tab at the bottom of the screen.

Select the Project

iGUIDE PLANIX App: Project Options menu

Select the Project Options menu of the project you want to publish to the Portal.

iGUIDE PLANIX App: Publish a project to the portal

Select "Publish to Portal" and you'll be directed to the iGUIDE Portal.

iGUIDE Portal sign in

iGUIDE Portal pogin screen

Sign into the iGUIDE Portal when prompted.

*NOTE* Your portal invite was included in the welcome emails

iGUIDE PLANIX App: Assigning a project to an iGUIDE

Create a new iGUIDE entry by selecting "New"

Enter project property details

Creating an iGUIDE: Adding an address

Add the property address.

Creating an iGUIDE: Selecting an industry and package

Select the industry and preferred iGUIDE Package.

*NOTE* Depending on the package, you may need to select the units of measure (Imperial or Metric)

Selecting optional Add-ons

Creating an iGUIDE: Selecting Add-Ons

Depending on the iGUIDE selected, you may be able to select an Add-on for an additional cost.

Creating an iGUIDE: Submitting a new iGUIDE

Scroll to the bottom and select "Create iGUIDE"

Project Validation

iGUIDE PLANIX App: Projects menu

The project will be validated and once complete, it will be automatically submitted for processing and returned within the iGUIDE package's SLAs.

iGUIDE PLANIX App: Viewing iGUIDE Status

To check the status of your project or view the completed iGUIDE from within the iGUIDE PLANIX App, select the Project options menu and "View" to be brought to the iGUIDE page.