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Document Viewer Sidebar

Document Viewer Sidebar

The sidebar shows all the documents attached to a project and lets you search for specific words within documents and download the ones you need.

To learn how to open and close the sidebar, see Open & Close Sidebar.

Search Bar and Matching Documents

The search bar at the top of the sidebar helps you find any word in a project’s documents. When you type a word into the search bar, it will be highlighted wherever it appears. Click the Matching Only tab to see only the documents with that word.

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Document Tree

You can see all the attached documents for a project in the sidebar. Documents are grouped into four categories:

  • Plans: All drawings for the project, like building, mechanical, and electrical drawings.

  • Specifications: Details on the project’s products and materials and the divisions of work involved. Includes info on pre-qualifications, bonding, insurance, and trades (see CSI Codes).

  • Addenda: Changes to a project’s plans or specs after they’ve been released for bidding.

  • Other: Extra documents that don’t fit into the other three categories.

The number of documents in each category is listed next to the category name.

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Click a category to open it and see the documents inside. Select a document to view it in the central part of your screen.

Download Documents

You can download all the documents or just the ones you choose.

To learn more about downloading documents, see Downloading Documents.

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