Add Documents to the Bid Package

  1. Navigate to the project's Bidding tool.

  2. Next to the bid package, click View.

  3. Click the Files tab.

  4. Click Edit.

  5. 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: If the Specifications tool is enabled on the project, the selections in this menu are populated with the spec sections from that tool, and it will display as a link upon saving the bid package. If the Specifications tool is disabled on the project, the selections in this menu are populated with values from the project's Admin tool.

  6. Click Update.

Create a Bid Package
View a Bid Form