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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 project's Documents tool. 

Things to Consider

  • Required User Permission:
    • To create a sub folder, 'Standard' or 'Admin' on the projects 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 the 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 specific must reside under one (1) root folder). To create a sub folder, see Create a Folder.

    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. 

    2014-12-30_11-32-06.png
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Last modified
13:16, 4 Apr 2017

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