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Where do I put my bid documents in Procore?

Answer

Place your bid documents in an easily accessible folder in the Documents tab. 

Things to Consider

Required User Permissions: 'Standard' or 'Admin' in the Documents tab to create a sub folder. 'Admin' level permissions in the Bidding tab to attach it to a bid sheet.

Steps

  1. Navigate to your project's Documents tab.
  2. Click the orange Create Sub Folder button on the right side of the screen.
  3. Name the folder (e.g. "Bid Documents), and place appropriate sub folders and files within the bid folder. (Note: All documents for a bid must sit under one root folder.) For more information on how to create a sub folder, see Create a Folder in the Documents Tool.

    2014-12-30_11-30-25.png
     
  4. Navigate to your project's Bidding tool.
  5. Select a Bid Package and click Edit, or Create a Bid Package. (Note: click the link for more information on how to create a bid package.)
  6. Scroll down to the section called 'Bid Documents'.
  7. Attach your bid documents to the folder you just created. 

  8. 2014-12-30_11-32-06.png

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Last modified
09:22, 12 Aug 2016

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