Store document references for an estimating job

Tekla EPM
2021
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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:

  1. In the Select Estimating Job dialog box, select the job whose document references you want to view or modify.
  2. Click Document Index, or press F8.
    If the estimating job is linked to a project management job and a production control job, Tekla EPM asks you if you want to open the Document Index dialog box related to the linked project management job.
  3. According to your needs, do any of the following:
    • To view and manage the document references of both the linked project management job and the current estimating job, click Yes.
    • To only view and manage the documents of the current estimating job, click No.

    If you clicked Yes, Tekla EPM asks if you want to view and manage the documents in the linked production control job as well.

  4. According to your needs, do any of the following:
    • To view and manage the document references of the linked production control job as well, click Yes.
    • To only view and manage the documents of the current estimating job and the linked project management job, click No.

The Document Index dialog box opens.

Next, you can either modify the available folders for document references, or add, modify, delete, open, and email document reference files.

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