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).
- Go to Leads or Projects and select the appropriate lead or project in the Quick Select section.
- On the Lead or Project Home page, select Invitation To Bid (ITB) in the Preconstruction section.
- Select the Linked Files tab.
- 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.
- To add existing files:
- Select Link Existing > Drawings & Specs.
- Select an option in the Feature Name dropdown.
- Select the documents or specifications.
- Select Link & Close.