Add and review files
Bring tender information into the RFQ.
Files usually arrive before the estimate is ready. Add them to the RFQ first, then organise them into Assets when you understand what they belong to.
Add files
- Open the RFQ.
- Add the tender files you received.
- Wait for previews or file summaries where available.
- Open each important file and check that it is readable.
Review files
Look for:
- drawings and specifications
- schedules and bills
- addenda
- spreadsheets
- images
- emails or attachments
Expected result
You know which files belong together and which files are ready to group into Assets.
Next: Group files into assets.