Add a drawing log revision
- Go to Leads or Projects and select the lead or project in the Quick Select section.
- On the Lead or Project Home page, select Drawings in the Lead or Project Library section.
- Select Actions > Add Manually.
- Optionally, update the Lead or Project # as needed.
The lead or project number is automatically populated based on the selected lead or project.
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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. -
Drag and drop the files into the designated area.
Accepted file types include, but are not limited to, the following:
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PDF (preferred)
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TIFF
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DWG
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DXF
You can upload up to 10 files at a time, and each drawing file must be 500 MB or smaller.
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- Select Next.
- Edit the Drawing number to match exactly the drawing number of the existing file.
The drawing is automatically added as a revision if the drawing number matches the original.
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Edit the Title and Release Date if needed.
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Optionally, select a drawing Discipline for each record.
You can modify the disciplines list in Settings (
) > Feature Settings > Drawings. -
If the file is a multi‑page PDF, select Burst to create a separate drawing record for each page.
- Select Create.
Next step: Select the Revision Details tab to view all the revisions for the drawing log.