Where do I put my bid documents in Procore?

Answer

Place your bid documents in an easily accessible folder in the project's Documents tool. 

Things to Consider

• Required User Permissions:
  • To create a sub folder, 'Standard' or 'Admin' on the project's Documents tool.
  • To attach a document to a bid sheet, 'Admin' level permission on the Bidding tool.

Steps

1. Navigate to your project's Documents tool.
2. Click +New.
3. Click Create Folder.
4. Name the folder (e.g. "Bid Documents"), and place appropriate sub folders and files within the bid folder
   Note: All documents for a specific must reside under one (1) root folder. To create a sub folder, see Create a Folder.
5. Navigate to your project's Bidding tool.
6. Select a Bid Package or create a new bid package. See Create a Bid Package . 
7. Click the Files subtab.
8. Click Edit.
9. Select your individual bid documents or the bid folder you just created. 
10. Click Update.

See Also

• Bidding