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