Add a drawing log

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Drawings in the Lead or Project Library section.
3. Select Actions > Add Manually.
4. Optionally, update the Lead or Project # as needed.

   The lead or project number is automatically populated based on the selected lead or project.

5. Optionally, for projects, select the Prime Contract.

   If there are multiple structures or lots for a project with multiple sets of plans, it's recommended to select the prime contract.

6. Drag and drop the files into the designated area.

   Accepted file types include, but are not limited to, the following:

   • PDF (preferred)

   • TIFF

   • DWG

   • DXF

   You can upload up to 10 files at a time, and each drawing file must be 500 MB or smaller.

7. Select Next.
8. Optionally, edit the drawing number, title, or release date as needed.

9. Optionally, select a drawing Discipline for each record.

   You can modify the disciplines list in Settings () > Feature Settings > Drawings.

10. If the file is a multi‑page PDF, select Burst to create a separate drawing record for each page.

11. Select Create.