Add Documents to the Bid Package

  1. Click the Files tab.

  2. Click Edit.

  3. Add files from the following tools as necessary.

    • Drawings:

      1. Click Drawings.

      2. Select Current or Drawing Sets.

      3. Mark the checkbox next to the drawings that you want to attach.

        • Notes:

          • If you have Drawing Areas enabled, you can only select drawings from one Drawing Area at a time. See Enable or Disable Drawings Areas for more information.

          • You can change the view to either List View or Thumbnail View when selecting drawings.

          • You can filter drawings by Set, Discipline, or Keyword Search.

    • Documents:

      1. Click Documents.

      2. Mark the checkbox next to the files and folders that you want to include in the bid package.

    • Specifications:

      • Click Specifications.

      • Click Current Specs or Spec Sets.

      • Mark the checkbox next to the Specifications folders or individual specifications that you want to attach.

        • Note: When the Specifications tool is active, menu options pull from that tool and link automatically when you save the bid package. If it is disabled, options pull from the Admin tool instead.

  4. Click Update.

Create a Bid Package from the Estimate
View a Bid Form