Navigate Darwin
Sign In to the Right Instance
Section titled “Sign In to the Right Instance”Sign in with your email address and password. If your account belongs to more than one Darwin instance, select the instance where you need to work.
Each instance keeps its own projects, catalog, users, and records. Confirm the instance before creating or updating anything.
If you belong to only one instance, Darwin takes you directly into the application.
Use the Application Frame
Section titled “Use the Application Frame”The sidebar is available throughout the application. It groups the main areas of work:
- Ask Darwin at the top, opening the conversational assistant.
- Start for new requests, assisted module creation, files, and standalone viewers.
- Operations for work requests, projects, bidding, tasks, cost control, recorded activity, clients, and suppliers.
- Catalog for reusable modules and the material, labor, expense, and price data that support estimates.
- Configuration for reference data and administrative setup.
On a mobile device, the same navigation opens in a collapsible drawer.
Quantos lets you inspect models/drawings and explicitly save private drafts before choosing a project. Link a saved draft later rather than recreating the work. See Work With QTO Sessions.
When it is enabled in your instance, an Ask Darwin conversation anchors to the project or estimate in view. Its cited answers and work-request drafts still require human review; see Darwin AI Assistant.
Find Work Quickly
Section titled “Find Work Quickly”Use global search to locate records such as projects, clients, suppliers, and modules from anywhere in the application. Search helps you navigate to a record; it does not change data by itself.
The Tasks item in the sidebar shows a badge when you have work requiring attention. Open it to see what the task refers to, then continue on the linked request, project, or estimation.
Use My work on the Projects list for projects waiting on you, and Inbox in Work Requests for requests that need your action. These saved views and their counts are more useful than treating every status as your own task.
Set Your Working Preferences
Section titled “Set Your Working Preferences”Use the theme control to switch between light and dark appearance. Darwin remembers this preference when you return.
Use Log out when you finish working, especially on a shared device.