Configure Viewpoint Estimating by entering details on your company and divisions, your users, and other system settings.

1. Define the company or companies that you will manage in Viewpoint Estimating on the Company screen.
2. Create categories for your contacts on the Contacts Type screen.
3. Set up your contacts by entering them manually or by importing them from Excel.
4. Create user groups to apply security policies at the group level on the Managing User Groups screen.
5. Set up profiles for each Viewpoint Estimating user on the Managing Users screen.
6. Define the conditions under which receivables from customers and payables to vendors are to be paid on the Payment Terms screen.
7. Specify the taxation jurisdictions that will be used to calculate sales and use tax on the Tax Authority screen.
8. Create categories for your binder items on the Binder Item Types screen.
9. If needed, create a library of standard text fragments that you can use in fields that allow long text entry on the Standard Text screen.
10. Set up defaults for your documents on the Document Management Settings screen.
11. Set up types to categorize your documents on the Document Management Types screen.
12. Set up distribution groups for document routing on the Document Routing Distribution Group screen.
13. Establish the settings for the auto assign options and the report server settings on the System Settings screen.
14. Review the initial setup on the View Administration Setups screen.

Once you complete the initial setup process, continue to the Customization Setup process.