Documents
Every bid has its own document library. Files belong to the bid record, not to a loose shared folder, so when someone opens the bid they see exactly what came with it and what is missing.
Document categories
Section titled “Document categories”When you upload a file, you give it a category:
- Plans
- Specifications
- Addendum
- Bid form
- Other
Categories matter for two reasons. First, the app can tell you what looks missing: a bid with documents but nothing categorized as plans gets flagged. Second, addenda are treated as bid-changing documents, so they stand out in the library and in alerts instead of hiding in a file list.
Got the category wrong at upload time? Fix it later. Nothing is locked in.
Uploading
Section titled “Uploading”Upload documents from the bid record. Each file keeps its original filename, records who uploaded it and when, and gets a checksum so the same file is recognized as the same file. Documents stay tied to the bid and private to your workspace.
There is no bulk import from portals or email in the pilot. You download the package from wherever it came from and upload it to the bid. Honest tradeoff: it is one manual step that buys you a single organized record instead of four scattered copies.
Addenda
Section titled “Addenda”Addenda deserve their own word. Missed addenda are how scope changes sneak past you the day before bid. In Contractor Takeoff:
- Addenda are a first-class category, visible at a glance in the library.
- Uploading an addendum feeds AI review and addendum comparison, which flags what changed and cites the pages.
- Addendum-related alerts show on the bid and roll up to the bid board.
Viewing documents
Section titled “Viewing documents”Open any document from the bid record in the built-in viewer. When a finding or alert cites a page, you can jump straight to that page and see the finding that sent you there. That jump is the whole trust model: read the actual sheet, then decide.
The viewer is built on Plan Markup, so markups you make on a plan sheet are saved with the document and stay attached to the bid record for the whole team.
What is missing
Section titled “What is missing”The bid record shows which document categories are present. An open bid with no documents at all, or with no plans, gets a standing alert until that changes. It is a small thing, but it is the difference between “I thought we had the specs” and knowing you do not.