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The Documents window displays all of the documents attached to the project. From here you can can view, upload, download, rename, add folders, auto-identify, rearrange and delete project documents.
Understanding Layout
Field | Description |
Title | The document category, such as Drawings or All Addenda Documents.The number next to a category name indicates the number of documents attached to the project for the category.Clicking on the category name opens the folder and displays all of the documents for the category.
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...Options | Caution!: There is no undo for deleting documents. This action cannot be undone.Rename - Click Rename and enter the new name in the box. Click Rename to confirm and save.Delete - Click Delete and then click Delete when prompted. Note that this action cannot be undone. |
Size | The size of the document in kilobyte (KB, smaller) or megabyte (MB, larger). |
Date uploaded | The date and time that the documents were uploaded. |
Viewing documents
Each document type is represented by a line in the document window. The number of attached documents for each type is shown next to the type name on the line.
Clicking on the line for a document type displays the attached documents for the type.
Clicking on a document opens the document in the viewer.
Working with document options
Option | Description |
Delete Selected File(s) | Caution!: There is no undo for deleting documents. This action cannot be undone.Delete - Click Delete and then click Delete when prompted. Note that this action cannot be undone. |
Download Selected Documents(s) | Use to download the selected project documents to your local device. |
Add Folder | Use to add folders to the document set. Note that folders appear at the top of the list and cannot be reordered. |
Reorder Documents | Click to open the Reorder Documents window.In the list, drag the documents to the desired location.
Note: Folders cannot be reordered or moved. |
Auto-identify trades | Click to have the system automatically identify the required trades from the project plans. |
Uploading files
You can attach project plans, specifications, addenda and other document types to a project. You can also select to have documents you upload be processed for correct naming, orientation and search-ability.
To upload project documents,
Attach your documents from your local device into the proper categories using either drag and drop or by browsing and locating the files.
Once you are done attaching documents, click Finish.
Attaching addenda
To attach addenda to a project,
1 | Result: The Create Addendum menu is displayed:
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2 | Enter the title for addendum in the Title box. By default, the addendum is numbered in sequence with all other addenda to the project. You can choose any title that you want to fit with the project. |
3 | Select the template for the addendum from the drop-down list. |
4 | Enter any notes you want included in the addendum. Notes appear in the addendum notice. |
5 | Use the steps described above to attach the addendum to the project.Results:The addendum is attached to the project and now appears in the list of addenda.Any bidders attached to the project receive a notice that there is a new addendum attached to the project.
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