Edit Subcontract

Edit Subcontract Header Information and Documents

1. At the Subcontract listing, click on the Subcontract # to view the details.
2. Click the pencil icon to the right of Subcontract Information.
3. Edit the Subcontract header information as needed.
4. Click 'Save and Close' or 'Save and New'.

Import Drawings and Specs as Documents

The documents section is primarily for listing external records in a subcontract agreement. Importing drawings or specs will only add records to the Documents sub-table and not affect Linked Files.

1. Within the Subcontract Details read-only form, scroll down to the 'Documents' section.
2. Click the 'Add | Import Items' drop-down.
3. Click 'Import'
4. Select either Drawings or Specifications
5. Select one or more records.
6. Click 'Import' button below the grid.