Working with Project Documents

Owned by Margie Komp
Last updated: Oct 01, 2024 by Deirdre Pearson
4 min read

The Documents window displays all of the documents attached to the project. From here you can view, upload, download, rename, add folders, auto-identify, rearrange and delete project documents. 

You can use the documents already attached to the project or upload your own. You can also subscribe to the ConstructConnect document services team to have your documents professionally formatted and processed. Contact your sales representative for more information.

Understanding the Layout

The following table describes the information for each of the document types displayed in the window.

Field

Description

Title

Describes 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.

Options

Click the three buttons to access options to rename or delete selected documents.

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. This action cannot be undone.

Size

The size of the document in either kilobytes (KB, smaller) or megabytes (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.

  • Information for each document includes the name and document type, such as Plans, the size of the document and the date uploaded to the system.

  • Clicking on a document opens the document in the viewer.

Using the Actions Menu

The options at the top of the document list let you perform a variety of standard document tasks: Upload Files, Add Addendum, or Prepare Takeoff.

Under the Actions menu, you have additional actions you can take as shown below:

Note: You must first select a document to activate some of the menu options.

Option

Description

Delete Selected File(s)

Click Delete and then click Delete when prompted. 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 the 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.

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, click Upload Files from the top of the window to display the Upload Files menu as shown:

Attach your documents from your local device into the proper categories using either drag and drop by browsing and locating the files. Once you are done attaching documents, click Finish.

Attaching Addenda to a Project

1

Click Addendum. You will see the Create Addendum menu as shown below.

 

2

Enter the title for addendum. 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

The addendum will be 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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