video1.0<iframe src="https://www.loom.com/embed/8cac7fff01fe4e8cbf347ec0005c8ef1" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8cac7fff01fe4e8cbf347ec0005c8ef1-9ce95eb1907ba8ad.gif3118.48This Loom covers Adaptive product updates and an open Q and A on automations, approvals, retainage, and data syncing. The presenter reiterates recent releases including lean waivers, job types, draw and purchase order approvals, sign in improvements, export column selection, and change order PDFs, then explains how to create and track change orders and use an AIA style draw summary. Key workflow guidance includes turning on change tracking for a changes tab, adjusting retainage per job or per draw via settings and draw schedule edit options, and using agents for automation such as document compliance and generating draw exports in a specific format. The session also addresses syncing and historical data options between QuickBooks Online and Adaptive, reminders for webinar registration via the health center, and other feature requests and friction points around mobile navigation and approval filters.