Keep your documents up to date.
Projects change, deadlines get pushed back and documents become obsolete. It is very important to keep your project information up to date and for that reason you should be able to edit your documents.
Let’s take a closer look at what you can do to a document:
Upload - you can upload a newer version of a document on top of it and the new version will replace the old one.
Title - you can change the title of the document.
Revision - you can add a revision to a document and let the user know what the current revision is.
Delete - you can delete a document by clicking on the delete button which is shown only when you hover over that particular document.
Hint: Remember that editing documents that are allocated to draft packages/ not allocated does not cause any immediate changes to subcontractors, because those packages have not yet been sent. However, editing documents triggers an addendum in published packages. For more on addendums, click here
You can do all of the above by following these steps:
1. Navigate to the "Manage project" page from the side menu.
2. In the "Your projects" page, navigate to a project in which you wish to edit a document.
3. Go to the "Drawings & Docs" tab of the project.
4. To edit a document click on the dropdown arrow to the right, where it will show a dropdown menu with all of the options mentioned above.
Hint: Editing documents that are not allocated to a package/ allocated to a draft package, won’t cause any changes, however, if you edit documents associated with already published packages, you must issue an addendum for these changes to be reflected on the enquiries sent to any subcontractor or suppliers. For more on addendums, click here
Next up > Create a folder
Questions, comments, concerns? Contact us here.
Happy bidding!