Link files to an RFP package

Link existing drawings and specifications

  1. On the Estimate page, go to the Bid Management tab.
  2. Select the RFP Package Code.
  3. In the Linked Files section, select Link Existing.
  4. Select Current Project Drawings and Specifications.
  5. Select one of the options below.
    • All Drawings and Specs
    • Drawings
    • Specifications
  6. Select the uploaded files to be linked to the RFP Package.
  7. Select Link and Close.

Uploading new files

  1. On the Estimate page, go to the Bid Management tab.
  2. Select the RFP Package Code.
  3. In the Linked Files section, select Add.
  4. Select the files to be uploaded.
  5. Select Open.

Granting access to files on TeamLink Portal

  1. On the Estimate page, go to the Bid Management tab.
  2. Select the RFP Package Code.
  3. In the Linked Files section, select the Show In Portal checkbox for each file to be shared in the TeamLink Portal.