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.
-
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.
-
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.
-
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.