Link Existing Drawings and Specs to an ITB
Follow these steps to link existing drawings and specifications to an invitation to bid (ITB).
- Click the Lead or Projects icon on the left menu.
- Select the Lead or Project in the Quick Select section. This will then refresh the page and show the Current Lead or Project Home page.
- Click the Drawings Specs and Invitation To Bid (ITB) link in the Quick Links tab. This will refresh the page and show the Drawings, Specs and ITB Module Landing Page.
- Navigate to the Invitation To Bid (ITB) section.
- Click the Add button to the right of Linked Files.
- Click Link Existing button shown above the grid.
- Select Current Project Drawings and Specifications for the View.
- Click one of the options in the field below to potentially filter by feature:
- All Drawings and Specs
- Drawings
- Specs
- Select one or more uploaded files to be linked to the ITB.
- Click the Link and Close button.