Bid & Contract Documents

Tasks

Steps

View/Associate Document by Trade

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Navigation Path

BC > Bids > Trade

Note: By adding documents from this page you are associating documents to that trade. Every trade partner associated with that trade will see this document(s).

Steps

1. Select the number link in the document counter column, indicated by this symbol in the header.
2. You are taken to the Document Management module.
3. Follow the directions for uploading or associating existing documents.
4. Select Exit Document Module to return to the Project Trade screen.

View/Associate Documents by Trade Partner

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Navigation Path

BC > Bids > TK or UM tab

Notes:

• By adding documents from these pages you are associating documents to the selected trade partner. Only that trade partner will see the document(s).
• There are two navigation paths for this task.

Steps

1. To view the existing documents click the Document Name in the Name column.
2. Select the number link in the document counter column, indicated by this symbol in the header.
3. You are taken to the Document Management module.
4. Follow the directions for uploading or associating existing documents.
5. Select Exit Document Module to return to the Project Trade screen.

Navigation Path

BC > Bids > TK or UM > View > Documents

Steps

1. Select the Documents link in the Actions section.
2. You are taken to the Document Management module.
3. Follow the directions for uploading or associating existing documents.
4. Select Exit Document Module to return to the Project Trade screen.

View/Associate Plan Drawings

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Navigation Path

Data Library > Plans

Admin > Projects > View > Manage Plans

Note: By adding documents from this page you are associating documents to the selected plan. Every user that has access to the associated document folder will see this document(s).

Steps

1. Select the number link in the document counter column, indicated by this symbol in the header.
2. You are taken to the Document Management module.
3. Follow the directions for uploading or associating existing documents.
4. Select Exit Document Module to return to the Project Trade screen.