# Rabbet Help Center > Hi. How can we help? ## For all User Types - [Document Type Index](https://help.rabbet.com/en/articles/3514027-document-type-index.md): Comprehensive list of the available document types in Rabbet. - [Draw Comments](https://help.rabbet.com/en/articles/11972864-draw-comments.md): How Comments are surfaced in the draw and through the project. - [Central Inbox](https://help.rabbet.com/en/articles/13369444-central-inbox.md): Central Inbox provides a single place to receive, route, and organize project documents so they’re ready for review without manual sorting. - [Connect Rabbet to Claude with MCP](https://help.rabbet.com/en/articles/14741771-connect-rabbet-to-claude-with-mcp.md) ## Lenders - [92403 Pg2](https://help.rabbet.com/en/articles/11025159-92403-pg2.md): This article will explain how to create the 92403 pg2 in rabbet and how the information is pulled in. - [SLA Tracking](https://help.rabbet.com/en/articles/12369170-sla-tracking.md): This guide explains how to configure Service Level Agreement \(SLA\) tracking for draw processing in Rabbet. By setting an SLA, you can monitor turnaround times and receive automated email alerts for... - [Funding Source Activity Tracker](https://help.rabbet.com/en/articles/13355819-funding-source-activity-tracker.md): This help article explains key features related to funding sources, the ledger, and balance confirmations within draws. It covers how disbursements are tracked, adjustments to funding sources, addi... - [How to Upload and Input Sworn Statements in Rabbet](https://help.rabbet.com/en/articles/13943502-how-to-upload-and-input-sworn-statements-in-rabbet.md): Rabbet supports uploading both Owner Sworn Statements and General Contractor \(GC\) Sworn Statements. Once uploaded, Rabbet uses AI to recognize and parse the document, automatically mapping line ite... - [Loan Ratios \(LTC & LTV\)](https://help.rabbet.com/en/articles/14691752-loan-ratios-ltc-ltv.md): Learn how to use the Loan Ratios tile to monitor LTC and LTV compliance thresholds on a project. - [Tracking excess equity contributions](https://help.rabbet.com/en/articles/15035994-tracking-excess-equity-contributions.md): What to do when a developer contributes more equity than their required commitment — without drawing on the construction loan - [Creating Paydowns in Rabbet](https://help.rabbet.com/en/articles/16446145-creating-paydowns-in-rabbet.md): Paydowns track repayments made against a funding source, such as a loan, reducing its outstanding balance. Recording paydowns in Rabbet keeps your funding source balances accurate and gives you vis... ## Getting Started - [Setting up SAML Single Sign-On SSO](https://help.rabbet.com/en/articles/8663354-setting-up-saml-single-sign-on-sso.md) - [Introductory Product Tour](https://help.rabbet.com/en/articles/4423113-introductory-product-tour.md): Learn the basic navigation and core functionality by following this short tour through Rabbet. - [Recommended Browsers](https://help.rabbet.com/en/articles/5150005-recommended-browsers.md): Rabbet recommended browsers for optimal performance - [Customizing And Using Table Views](https://help.rabbet.com/en/articles/3323015-customizing-and-using-table-views.md): Learn how to customize, filter, group, and save your table views across Rabbet — from projects and budgets to draw documents and reports. - [Reset Your Password](https://help.rabbet.com/en/articles/2548329-reset-your-password.md): How to reset your Rabbet password - [Introductory Navigation Video](https://help.rabbet.com/en/articles/3525407-introductory-navigation-video.md): This brief video provides an overview of how to navigate through Rabbet. - [Retainage Release](https://help.rabbet.com/en/articles/9828137-retainage-release.md): How to release partial and full retainage - [Frequently Asked Questions](https://help.rabbet.com/en/articles/9940076-frequently-asked-questions.md): A comprehensive list of FAQs - [Rabbet AI Assistant FAQs](https://help.rabbet.com/en/articles/12683529-rabbet-ai-assistant-faqs.md): Experience faster answers and around-the-clock support, all while continuing to benefit from the expertise of our support team. ## Project Creation - [Edit Project-Level Budget](https://help.rabbet.com/en/articles/4431199-edit-project-level-budget.md): Making edits to your original project budget, adding line items, and changing amounts is easily done in the project's 'Budget' tab - [Create a New Project](https://help.rabbet.com/en/articles/4519657-create-a-new-project.md): Walk step by step through Rabbet's Project Creation Wizard to get your project up and running seamlessly. - [Budget Upload](https://help.rabbet.com/en/articles/8664001-budget-upload.md): How to upload your project's budget to Rabbet. - [Task & Timeline Management](https://help.rabbet.com/en/articles/5659427-task-timeline-management.md): This article will show you how to use Task and Timeline Management to track project schedules and project costs. - [Tracking Predevelopment Projects](https://help.rabbet.com/en/articles/4192491-tracking-predevelopment-projects.md): Project expenses, documents and contracts can be centralized in Rabbet even before the budget is finalized or financing is secured. - [Delete Projects](https://help.rabbet.com/en/articles/9118290-delete-projects.md): A quick walk through on how to delete a project - [Create a Duplicate Project](https://help.rabbet.com/en/articles/8285012-create-a-duplicate-project.md): How to copy existing projects in Rabbet. - [Project Status](https://help.rabbet.com/en/articles/7188260-project-status.md): Defining project status within Rabbet - [How to Create Your Budget in Rabbet](https://help.rabbet.com/en/articles/9715099-how-to-create-your-budget-in-rabbet.md): A guide to importing your existing budgets into Rabbet. - [Bringing In-Flight Projects To Date](https://help.rabbet.com/en/articles/4192365-bringing-in-flight-projects-to-date.md): Create a project with a 'To Date' draw if the project is already underway to move your project onto Rabbet. ## Project Settings, Reporting, & System Administration - [Project Reports](https://help.rabbet.com/en/articles/5368717-project-reports.md): Create high-quality, thorough, and shareable reports from Rabbet with one click - [Email to Rabbet](https://help.rabbet.com/en/articles/5670078-email-to-rabbet.md): Easily import documents directly into Rabbet through email - [Manage Project Access Using Teams](https://help.rabbet.com/en/articles/5180972-manage-project-access-using-teams.md): Teams allow users to group themselves and limit project access to the most relevant people in your account - [Hard Cost Tab Explained](https://help.rabbet.com/en/articles/4619967-hard-cost-tab-explained.md): This article will help you understand how to navigate the Hard Cost tab within a draw and understand how the information is being presented. - [Adding Users & Managing Permissions](https://help.rabbet.com/en/articles/4281272-adding-users-managing-permissions.md): Ensure permissions are properly structured for your colleagues and collaborators - [General Contractor Configuration and Tracking Subcontractor Costs](https://help.rabbet.com/en/articles/3793928-general-contractor-configuration-and-tracking-subcontractor-costs.md): Add your general contractor as a project stakeholder to associate subcontractor documentation with the GC pay application. - [Summary Budget Communication](https://help.rabbet.com/en/articles/5967812-summary-budget-communication.md): Track your budget at the highest level with summary line items. - [Edit Project Settings](https://help.rabbet.com/en/articles/2554529-edit-project-settings.md): Make changes to the project details in Rabbet at any time during the life of the project. - [Edit Email Notifications](https://help.rabbet.com/en/articles/3406889-edit-email-notifications.md): Configure your email settings to stay informed on activities occurring on your projects in Rabbet - [Deleting Draws & Projects](https://help.rabbet.com/en/articles/4843957-deleting-draws-projects.md): This article will help you understand how to delete draws and projects within Rabbet. - [Document Approvals](https://help.rabbet.com/en/articles/4120675-document-approvals.md): With flexible approval, assignment and commenting on documents your internal workflows and organization will be made simple and central. - [Reporting in Rabbet](https://help.rabbet.com/en/articles/3365682-reporting-in-rabbet.md): Rabbet allows users to view and create robust reports that can be saved in the application or exported. - [Portfolio Overview](https://help.rabbet.com/en/articles/5887380-portfolio-overview.md): Portfolio Overview Report - [Third Party Access to Rabbet](https://help.rabbet.com/en/articles/3943734-third-party-access-to-rabbet.md): Need to invite a third party to access your project on Rabbet? This will come in handy for Equity Partners, Consultants, Inspectors & more. - [Register on Rabbet](https://help.rabbet.com/en/articles/3491611-register-on-rabbet.md): The steps to register on Rabbet vary based on the security preferences elected by your organization - [Document Collection from 3rd Parties](https://help.rabbet.com/en/articles/3363068-document-collection-from-3rd-parties.md): Create a shareable link to allow Non-Rabbet users to upload documents to a project instead of tracking PDF invoices in your email. - [Receiving Multi-Org Invitations as a Current User](https://help.rabbet.com/en/articles/4296631-receiving-multi-org-invitations-as-a-current-user.md): Rabbet allows current users to be added to multiple organizations for greater visibility and collaboration - [Project Overview](https://help.rabbet.com/en/articles/9566010-project-overview.md): Comprehensive Guide to the Project Overview tab - [Document Approvals](https://help.rabbet.com/en/articles/11030534-document-approvals.md): A series of quick videos to walk user through document approval workflows - [Capital Forecast \(Portfolio Projections\)](https://help.rabbet.com/en/articles/14328095-capital-forecast-portfolio-projections.md) ## Draw Creation & Documentation - [Draw Overview](https://help.rabbet.com/en/articles/8113502-draw-overview.md) - [Create a Draw](https://help.rabbet.com/en/articles/3323621-create-a-draw.md): Create a new draw package in your Rabbet project. Edit draw details after it has been created. - [Draw Summary Format](https://help.rabbet.com/en/articles/4047900-draw-summary-format.md): Rabbet provides several formatting options for the Excel draw summary that the user can download and send to other parties - [Uploading a Draw Summary](https://help.rabbet.com/en/articles/4593858-uploading-a-draw-summary.md): Upload any Excel draw summary with Rabbet's intuitive parsing tool. - [Download Draw Documents and Summary](https://help.rabbet.com/en/articles/3567676-download-draw-documents-and-summary.md): This article describes how to download the draw documents and an Excel Draw Summary or other reports from any Draw in a Project. - [Internal Comments and User Mentioning](https://help.rabbet.com/en/articles/4147908-internal-comments-and-user-mentioning.md): Utilize internal comments available in several Rabbet features to facilitate collaboration with other users in your organization. - [Edit Line Item Amount Requested](https://help.rabbet.com/en/articles/3733249-edit-line-item-amount-requested.md): Manually update the draw amount for a line item without supporting documentation - [Managing Retainage](https://help.rabbet.com/en/articles/3366047-managing-retainage.md): Flexibly manage and track retainage inside a project with the ability to apply retainage to specific vendors, line items and documents. - [Pay Applications](https://help.rabbet.com/en/articles/5125292-pay-applications.md): This article will help you understand how to upload and review Pay Applications within a project. - [Add Documents to a Draw and Document Automation](https://help.rabbet.com/en/articles/3326405-add-documents-to-a-draw-and-document-automation.md): This article explains how to upload supporting files, split large PDF files if necessary, and review the information in each document. - [Assign Documents from a Project to a Draw](https://help.rabbet.com/en/articles/3326598-assign-documents-from-a-project-to-a-draw.md): Move documents from the project level to a specific draw. - [What Data Is Rabbet Capturing From my Documents and Filling in Automatically?](https://help.rabbet.com/en/articles/3793669-what-data-is-rabbet-capturing-from-my-documents-and-filling-in-automatically.md): Did you know Rabbet is automatically classifying documents & extracting relevant data points from your documents to make life easier? - [Cost Codes and Document Descriptions](https://help.rabbet.com/en/articles/3639264-cost-codes-and-document-descriptions.md): Rabbet provides the functionality to track cost codes for documents, line items and vendors. - [Import or Download a Draw from Rabbet](https://help.rabbet.com/en/articles/3359853-import-or-download-a-draw-from-rabbet.md): Receive a draw request notification email through Rabbet? Follow these quick steps to import a draw to Rabbet. - [Delete Draws](https://help.rabbet.com/en/articles/9114257-delete-draws.md): Quick walk through on deleting draws - [Managing Retainage for Multiple Pay Applications in a Single Draw](https://help.rabbet.com/en/articles/9774030-managing-retainage-for-multiple-pay-applications-in-a-single-draw.md): Steps to entering retainage for multiple pay apps of the same vendor and line items per draw. - [Replace Existing Documents](https://help.rabbet.com/en/articles/11939955-replace-existing-documents.md): How to replace documents that have been uploaded and assigned to the budget - [Upload and Track Proof of Payment Documentation](https://help.rabbet.com/en/articles/12294684-upload-and-track-proof-of-payment-documentation.md): How Proof of Payment and Site Images documents can be linked to pay applications and invoices. ## Managing Budget Adjustments - [Contingency Tracking](https://help.rabbet.com/en/articles/5774056-contingency-tracking.md): Easily track contingency usage - [Project Budget Adjustments](https://help.rabbet.com/en/articles/3351415-project-budget-adjustments.md): Manage budget reallocations, change orders, and project level budget changes using Rabbet’s budget adjustments tool. ## Agreements Management - [Agreements Management](https://help.rabbet.com/en/articles/3764714-agreements-management.md): Manage and track the agreements and contracts with all of your project vendors to quickly assess the status to date. - [Tracking Costs to Agreements](https://help.rabbet.com/en/articles/5961422-tracking-costs-to-agreements.md): Tracking costs to agreements gives you a complete picture of project costs so you can make more proactive decisions. - [Anticipated Cost and Budget Variance Reporting](https://help.rabbet.com/en/articles/8075408-anticipated-cost-and-budget-variance-reporting.md): Reviewing available columns within Rabbet's Anticipated Cost Report and Original Budget Variance report - [Agreements Management](https://help.rabbet.com/en/articles/3921296-agreements-management.md): Rabbet provides agreements management tools to both monitor internal forecasts and make changes that are shared externally in the draw package - [Change Orders](https://help.rabbet.com/en/articles/5573196-change-orders.md): This article will help you understand how to create and manage change orders, exposures, and potential change orders within your projects. - [Tracking Payment Status](https://help.rabbet.com/en/articles/7438019-tracking-payment-status.md): Tracking amounts paid on invoices within Rabbet. ## Tracking Funding Sources, Draw Review & Approval - [Reviewing Draw Rules](https://help.rabbet.com/en/articles/3329395-reviewing-draw-rules.md): Keeping track of a draw is a breeze when using Rabbet's automated rules and the manual checks configured for your organization. - [Draw Review Checklist for Lenders](https://help.rabbet.com/en/articles/3359111-draw-review-checklist-for-lenders.md): This article outlines the various options and actions that lenders will encounter when using Rabbet - [Project Funding Source Configuration](https://help.rabbet.com/en/articles/4063767-project-funding-source-configuration.md): The funding source tool provides an automated experience that simplifies the funds tracking for each draw - [Manage Funding Sources & Uses in a Draw](https://help.rabbet.com/en/articles/4101979-manage-funding-sources-uses-in-a-draw.md): Utilize automated calculations and manual input options to track the funding for each project draw. - [Automatic Rules Review Index](https://help.rabbet.com/en/articles/3430918-automatic-rules-review-index.md): Review this article to learn how the automatic rules performed by Rabbet are designed - [Invoice Summary Tab](https://help.rabbet.com/en/articles/4259973-invoice-summary-tab.md): Easily cross-reference and assign your draw's invoices by using the 'Invoice Summary' tab. ## Draw Packaging - [Package and Send Draw](https://help.rabbet.com/en/articles/5847491-package-and-send-draw.md): With Rabbet's draw management software, submitting a draw package to a lender has never been easier. - [Managing Stakeholders](https://help.rabbet.com/en/articles/3584264-managing-stakeholders.md): Link affiliated organizations to your project. Assign individuals to those organizations for easy reference and communication. - [Draw Status](https://help.rabbet.com/en/articles/7842187-draw-status.md) ## Cash Flow Projections - [Budget and Funding Projections](https://help.rabbet.com/en/articles/5180724-budget-and-funding-projections.md): The timing and funding of costs can be projected throughout the life of the project using the projections tool. ## Inspection Tab - [Managing Inspection Workflows](https://help.rabbet.com/en/articles/4606595-managing-inspection-workflows.md): Send external inspection requests and process inspections all within Rabbet's Inspection workflow tab - [Submitting Inspection Reports](https://help.rabbet.com/en/articles/4843431-submitting-inspection-reports.md): You don't need to be a Rabbet user to receive and submit a Rabbet Inspection Report ## Borrower Tab - [Borrower Portal](https://help.rabbet.com/en/articles/6503375-borrower-portal.md): Project Access For Borrowers - [Vendor Organization Management](https://help.rabbet.com/en/articles/3363150-vendor-organization-management.md): Easily add or delete a vendor, edit vendor details, review all projects and documents in which an organization is involved. - [Borrower Portal For Borrowers](https://help.rabbet.com/en/articles/6672648-borrower-portal-for-borrowers.md): Borrower Work Flow ## FHA - [HUD 92464 and Change Orders](https://help.rabbet.com/en/articles/8972206-hud-92464-and-change-orders.md): How to complete change orders for HUD using the 92464 document ## Integrations - [Sending Invoices to QuickBooks Online](https://help.rabbet.com/en/articles/8392596-sending-invoices-to-quickbooks-online.md) - [Sending Invoices to RealPage](https://help.rabbet.com/en/articles/8610135-sending-invoices-to-realpage.md): This article will show you how to send invoice information from Rabbet to RealPage - [CSV Upload to Rabbet](https://help.rabbet.com/en/articles/7039273-csv-upload-to-rabbet.md): Using a CSV file to upload and create invoices in Rabbet - [Sending Invoices to Bill.com](https://help.rabbet.com/en/articles/8801877-sending-invoices-to-bill-com.md): This article will show you how to effectively post payments from Rabbet to Bill.com - [Pulling Payables from Yardi](https://help.rabbet.com/en/articles/8534071-pulling-payables-from-yardi.md): This article will show you how to pull Payables, Journal Entries and Vendors from Yardi. - [Sending Invoices to Yardi](https://help.rabbet.com/en/articles/5952691-sending-invoices-to-yardi.md): This article will show you how to post payments from Rabbet to Yardi - [Sending Invoices to Nexus](https://help.rabbet.com/en/articles/5952693-sending-invoices-to-nexus.md): This article will show you how to effectively post payments from Rabbet to Nexus - [Sending Invoices to AvidXchange](https://help.rabbet.com/en/articles/5573153-sending-invoices-to-avidxchange.md): This article will show you how to effectively post payments from Rabbet to AvidXchange "Avid" - [QuickBooks Online Configuration](https://help.rabbet.com/en/articles/8392175-quickbooks-online-configuration.md) ## Best Practices - [Best Practices for Project and Portfolio Reporting](https://help.rabbet.com/en/articles/9603674-best-practices-for-project-and-portfolio-reporting.md): Project reporting plays a pivotal role in ensuring that projects are completed successfully, on time, within budget, and with minimal risks. - [Best Practices for Performing a Quality Draw Review](https://help.rabbet.com/en/articles/9602832-best-practices-for-performing-a-quality-draw-review.md): Guidance for successful completion of your projects while minimizing financial risks. - [Best Practices for Packaging a Draw Request](https://help.rabbet.com/en/articles/9602284-best-practices-for-packaging-a-draw-request.md): How to effectively package a construction draw request to ensure quick processing and approval of funds. - [Best Practices for Communicating Your Budget Progress in a Draw](https://help.rabbet.com/en/articles/9597063-best-practices-for-communicating-your-budget-progress-in-a-draw.md): Achieve greater clarity and accelerate payments in construction loan management. - [Best Practices for Effectively Forecasting Project Financials](https://help.rabbet.com/en/articles/9599179-best-practices-for-effectively-forecasting-project-financials.md): Essential steps for successful project financial forecasting. - [Best Practices for Anticipated Cost Reporting and Projecting Spend](https://help.rabbet.com/en/articles/9641627-best-practices-for-anticipated-cost-reporting-and-projecting-spend.md): Steps to effectively manage budgets, mitigate risks, and achieve successful project outcomes. - [Best Practices for Setting Up and Managing a Budget](https://help.rabbet.com/en/articles/9641666-best-practices-for-setting-up-and-managing-a-budget.md): Steps for setting up and managing your budget to optimize tracking of project costs and risks. - [Best Practices for Tracking Contracts, Buyout, Change Orders, and Exposures](https://help.rabbet.com/en/articles/9641734-best-practices-for-tracking-contracts-buyout-change-orders-and-exposures.md): Steps to ensure that your project finishes on time and on budget. - [Best Practices for Managing Funding Sources](https://help.rabbet.com/en/articles/9641768-best-practices-for-managing-funding-sources.md): Guidance for maintaining adequate funding levels, mitigating risks, and facilitating transparent communication among project stakeholders. - [Project Overview Tab](https://help.rabbet.com/en/articles/9787530-project-overview-tab.md): Comprehensive Guide to the Project Overview tab ## What's New - [Introducing the New Table Experience in Rabbet](https://help.rabbet.com/en/articles/15308064-introducing-the-new-table-experience-in-rabbet.md): Tables across Rabbet now run on a rebuilt engine — delivering faster load times, long-requested improvements, and a foundation for continued enhancements.