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Procore

Upload Documents to a Project in the Tender Board Tool

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Objective

To upload documents and drawings to a project within the Tender Board tool in Procore.

Background

The Documents tab is where drawings and other documents can be uploaded for a project within the Tender Board.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher to the Company level Tender Board tool.
  • Additional Information:
    • The following documents can be uploaded: image files, PDFs, text files and Excel files.

Steps

  1. Navigate to the Tender Board tool in Procore.
  2. Open the relevant project and click the Documents tab.

To Upload Documents

  1. Click Upload Documents.
  2. Select Upload Attachments.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload. 

To Upload Drawings

  1. Click Upload Documents.
  2. Select Upload Drawings.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload. 
  5. After your upload has been processed, your drawings will appear on the Documents page.
    At this point, you can click Start Takeoff and set the Drawing Scale and begin the takeoff process. See the steps below.
 Important
Since the Drawing Scale determines the measurement between the drawing and actual project, it is important to configure the scale on the Takeoff page after uploading drawings.