Add new or link existing drawings and specifications to an ITB

Follow these steps to link existing drawings and specifications to an invitation to bid (ITB).

  1. Go to Leads or Projects and select the appropriate lead or project in the Quick Select section.
  2. On the Lead or Project Home page, select Invitation To Bid (ITB) in the Preconstruction section.
  3. Select the Linked Files tab.
  4. To add new files, select Add and select the appropriate file from your local drive.

    Alternatively, drag and drop the file in the Drop files here area.

  5. To add existing files:
    1. Select Link Existing > Drawings & Specs.
    2. Select an option in the Feature Name dropdown.
    3. Select the documents or specifications.
    4. Select Link & Close.