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How To Adjust Ai Assisted Design Tool Flow Settings

Why This Matters

Digital document signing streamlines your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Navigate to the “Manage Database" option in the main menu.

Step 2

Click on “Database”.

Step 3

Next, click on “Additional” in the Database menu.

Step 4

From the dropdown, select “AI-Assisted Questions”.

Step 5

To add a new question, click on the “Add” button to open a pop-up window.

Step 6

Type your question in the provided field.If the question is mandatory, check the"Required" checkbox. This ensures that sales representatives must answer the question before they send the request.

Step 7

Click “Save” to add the question to the database.By following these steps, you can efficiently add AI-Assisted design questions, ensuring improved sales rep and designer collaboration.

Real-World Example

💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and the correct permissions enabled.

Changes not saving

Refresh your browser and try again. Check your internet connection.

Feature not working as expected

Clear your browser cache or try a different browser. Contact support if the issue persists.

Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting.

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