Store document references for an estimating job
Document Index is where you can store documents for reference. When you store documents in Document Index, each user with access to the estimating job can view the documents, so it is easy to keep up-to-date on the estimating job. You can save all bid documents, contract drawings and specifications, as well as Microsoft Outlook emails, in Document Index.
To access Document Index, do the following:
The Document Index - By Category dialog box opens.
Next, you can either modify the available folders for document references, or add, modify, delete, open, and email document reference files.