Reference Files are crucial documents/files that can be added to a Bid. GCs can categorize and upload these files in three separate sections:
Drawings
Add Drawings:
Click on 'Add Drawings' dropdown to begin uploading Drawing files
Choose either 'Select from Project Files' or 'Browse Locally' based on your preference
Select from Project Files:
Select from the 'Drawings' folder under Drive
Pick one or more drawings from this restricted folder
You can double-click on a drawing to view it using the standard preview available in Drive
Single click / select the drawing to be uploaded and click on ‘Select’ button
Browse Locally: Select drawing files from your local device
File Count: The top-right corner of the window displays the count of files being uploaded
Removing Files: To remove a specific file, click on the 'x' at the top right corner of the drawing thumbnail
Documents
Add Documents:
Click on 'Add Documents' dropdown to start uploading Documents/Files
Choose from 'Select Bid Package from Contract Files,' 'Select from Project Files,' or 'Browse Locally'
Select Bid Package from Contract Files:
Access 'Supplemental Contract Files' categorized under FINANCE Settings
Select the required files and click 'ADD'
You can double-click on each file to view it
Select from Project Files:
Navigate to the 'Drive' folder under Drive
Pick one or more files from any folder in Drive
Removing Files: Remove files by clicking the 'x' at the top right corner of the thumbnail
Specifications
Add Specifications: Click on 'Add Specifications' to start uploading Specification files
Select Specifications: Access and select specifications created for the Project
File Count: The top-right corner shows the count of files being uploaded
Select the Required Spec File:
Clicking on the File Image, will open a Quick View of the Spec Section:
The Uploaded Spec Files are shown in the Specifications section:
Zoom In & Out
Our bid management system offers a powerful 4-level Zoom (bottom left + icon) feature for reference files. This feature provides a closer look at your selected thumbnails and streamlines file management. The 4th level Zoom displays the selected files in a grid format. Here's what it includes:
Checkbox for File Selection: Easily choose files for actions like deletion or further processing. A ‘Delete’ button appears on the top after selection
Name Column: Quickly identify reference files by their names
File Column: View a preview or detailed information about selected reference files
Last Updated: Dec-15-24