Rabbet

Create high-quality, thorough, and shareable reports from Rabbet with one click

Project Reports

Easily import documents directly into Rabbet through email

Email to Rabbet

Teams allow users to group themselves and limit project access to the most relevant people in your account

Manage Project Access Using Teams

This article will help you understand how to navigate the Hard Cost tab within a draw and understand how the information is being presented.

Hard Cost Tab Explained

Ensure permissions are properly structured for your colleagues and collaborators

Adding Users & Managing Permissions

Add your general contractor as a project stakeholder to associate subcontractor documentation with the GC pay application.

General Contractor Configuration and Tracking Subcontractor Costs

Track your budget at the highest level with summary line items.

Summary Budget Communication

Make changes to the project details in Rabbet at any time during the life of the project.

Edit Project Settings

Configure your email settings to stay informed on activities occurring on your projects in Rabbet

Edit Email Notifications

This article will help you understand how to delete draws and projects within Rabbet.

Deleting Draws & Projects

With flexible approval, assignment and commenting on documents your internal workflows and organization will be made simple and central.

Document Approvals

Rabbet allows users to view and create robust reports that can be saved in the application or exported.

Reporting in Rabbet

Portfolio Overview

Need to invite a third party to access your project on Rabbet? This will come in handy for Equity Partners, Consultants, Inspectors & more.

Third Party Access to Rabbet

The steps to register on Rabbet vary based on the security preferences elected by your organization

Register on Rabbet

Create a shareable link to allow Non-Rabbet users to upload documents to a project instead of tracking PDF invoices in your email.

Document Collection from 3rd Parties

Rabbet allows current users to be added to multiple organizations for greater visibility and collaboration

Receiving Multi-Org Invitations as a Current User

Comprehensive Guide to the Project Overview tab

Project Overview

A series of quick videos to walk user through document approval workflows

Capital Forecast (Portfolio Projections)

Tom Martin

Stephen Crawford

Project Settings, Reporting, & System Administration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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