Add a drawing log

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. Select Drawings in the Lead or Project Library section.
3. Select Actions > Add Manually.

   In the Add Drawings form, the lead or project number will be automatically populated based on the selected lead or project.

4. 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.
5. Drag the drawing files into the drag and drop area.

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

   • PDF (preferred)
   • TIFF
   • DWG
   • DXF
6. Select Next.
7. Edit the Drawing number, Title, and Release Date if needed.

8. Select a drawing Discipline for each record.

   You can modify the discipline list in Settings > Feature Settings > Drawings.

9. If a file is in PDF format and includes multiple pages, select Burst to create a separate drawing record for each page.

10. Select Create.