The daily project reports generated by NoteVault can be sent directly to and integrated with other software platforms. Integrations are available with Prolog, CMiC, Box, AutoDesk, and Evernote.

  • How to integrate with Prolog.
  1. As an account administrator, log into the NoteVault website and click on ‘USER SETTINGS’ (displayed as ☰) at the top left hand side of the page.
  2. Click on ‘Connections’.
  3. Click on the Prolog icon.
  4. From there, the Prolog URL and sign in credentials will be required. Once authenticated, NoteVault project data will automatically be sent to the associated Prolog Project(s) (Please note that you must have Prolog Converge or Prolog Web Services enabled to obtain the Prolog URL required to make the connection).
  • How to integrate with CMiC

The daily project reports generated by NoteVault can be sent directly to and integrated with your CMiC software. The CMiC connection needs to be established for each project and for each user making notes on each project.

  1. As a project user, log into the NoteVault website and click on ‘USER SETTINGS’ (displayed as ☰) at the top left hand side of the page.
  2. Click on ‘Connections’.
  3. Click on the CMiC icon and input the required details. Daily reports will be automatically sent to CMiC.
  • How to integrate with Box
  1. As an project user, log into the NoteVault website and click on ‘USER SETTINGS’ (displayed as ☰) at the top left hand side of the page.
  2. Click on ‘Connections’.
  3. Click on the box icon.
  4. Sign into your box account to allow account access.
  • How to integrate with Autodesk
  1. As an project user, log into the NoteVault website and click on ‘USER SETTINGS’ (displayed as ☰) at the top left hand side of the page.
  2. Click on ‘Connections’.
  3. Click on the Autodesk icon.
  4. Provide AutoDesk Constructware User Information.
  5. Daily reports will be automatically sent to Constructware daily, following emailed auto-reports.
  • How to integrate with Evernote
  1. As an project user, log into the NoteVault website and click on ‘USER SETTINGS’ (displayed as ☰) at the top left hand side of the page.
  2. Click on ‘Connections’.
  3. Click on the Evernote icon.
  4. Sign into your Evernote account to allow account access.
  • How to integrate with Procore

You must be a NoteVault account administrator to set up this integration.

  1. As an account administrator, log into the NoteVault website and click on ‘USER SETTINGS’ (displayed as ☰) at the top left-hand side of the page.
  2. Click on ‘Connections’.
  3. Click on the Procore icon.
  4. From there, you will be re-directed to the NoteVault Procore Connections page. Here, you will need to log into your NoteVault account (if it does not automatically do so).
  5. Once logged in, click on the 'Connect to Procore' button.
  6. You will then be prompted to log into your Procore account.
  7. Once logged in, you will have to click on the 'Allow' button from the Procore pop-up asking you to authorize and give NoteVault access to your account.
  8. You will be re-directed to the NoteVault Procore Connections page. From here, select the Procore Company and Project you wish to connect to a NoteVault project. Click on the 'Connect' button when you are done. 

What happens now?

 Depending on your project settings, an auto-report will be generated every specified day at your specified time and sent out to your report recipients. 

When this occurs, the PDF Daily Report will also be uploaded into your Procore account under the 'Documents' tab. If you go to the Project Documents folder and select the project name you connected, you will now see a folder titled 'NoteVault Daily Reports.' This is where the PDFs will be uploaded. 

For additional help, please contact NoteVault customer support by phone at (858) 764-3585 or by email at support@notevault.com

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