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Uploading Documents to a Spec

Attach PDFs, drawings, cut sheets, and other documents to a spec for reference and reporting

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Written by Ian Cody

Steps

  1. Open the spec

  2. Go to the Documents tab

  3. Click Upload or drag and drop files

  4. Documents are stored in the cloud

Supported Document Types

  • PDFs

  • Cut sheets

  • Custom drawings

  • Installation guides

  • Any document file

Accessing Documents

  • Download from the spec at any time

  • Team members can access and download

  • Documents optionally appear in reports

Report Settings

When generating reports, you can choose to:

  • Include documents: Attachments appear in the report

  • Exclude documents: Creates a smaller, simpler report

Toggle this option in the report Settings panel.

Tips

  • Use documents for information that doesn't fit in spec fields

  • Store vendor cut sheets for easy reference

  • Organize installation guides with the associated spec

Related Features

  • Adding Images to a Spec

  • Create Spec from Scratch

  • Create a Report for Individual Specs

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