Add a drawing manually

To add a drawing manually, select a drawing set or discipline, upload files, and complete drawing details for a lead or project.

1. Go to Leads or Projects and select a lead or project from the list.
2. On the Lead or Project page, select Drawings in the Lead Library or Project Library category of the Lead Menu or Project Menu section.
3. Select Actions > Add Manually.
   The AI Drawing Upload Wizard guides you through four steps.
4. Step 1: Select a drawing set and upload files.
   1. Select a Lead # or Project #.

   2. For projects, optionally, select the Prime Contract.

      If a project has multiple structures or lots with multiple plan sets, select the prime contract.

   3.  

   Select a drawing Discipline for each record, such as Architectural, Civil, Electrical, etc. You can modify the disciplines list in Settings () > Feature Settings > Drawings.

   4. Select a drawing set:

      1. Select New Drawing Set, select a date, and enter a Drawing Set Name.

      2. Select Existing Drawing Set and select an available drawing set from the dropdown.

   5. Select Next.

5. Step 2: Review uploaded files.

   1. Review the uploaded files before processing begins.
   2. Verify file names, dates, and page counts.
   3. Select Create.
6. Step 3: AI processing.
   1. The system automatically processes the uploaded files.
   2. AI document splitting creates individual drawing sheets using Burst.
   3. Progress indicators display the status of the processing task.

7. Step 4: Review and import drawings.

   1. Review the extracted drawing information before importing the drawings, such as the Drawing #, Title, Release Date, Drawing Set, and Prime Contract.
   2. Select a drawing Discipline for each record, such as Architectural, Civil, Electrical, etc. You can modify the disciplines list in Settings () > Feature Settings > Drawings.

   3. If the file is a multiple page PDF, select Burst to create a separate drawing record for each page.

   4. Select Use OCR to Extract Info, as needed.

   5. Select the UploadedFile checkbox when ready.
   6. For multiple drawings, select Choose Bulk Action and select the needed details.
   7. Select Save & Close.