Add and review files
Review RFQ files and add later information when needed.
Files usually arrive before the estimate is ready. Attach the initial file set while creating or reviewing the RFQ, then organise those files into Assets when you understand what they belong to.
The goal at this stage is simple: make sure the workspace has the real quoting evidence before anyone starts pricing.
Review files
- Open the RFQ.
- Review the tender files saved with the RFQ.
- Wait for previews or file summaries where available.
- Open each important file and check that it is readable.
Add later files
When an addendum, revised drawing, or missing schedule arrives later, add it to the existing RFQ through the supported RFQ file workflow, then review what changed before updating assets or estimates.
Review files
Look for:
- drawings and specifications
- schedules and bills
- addenda
- spreadsheets
- images
- emails or attachments
A practical review pass
Before grouping files into Assets, ask:
- Which files define scope?
- Which files change scope?
- Which files are only supporting reference?
- Which files belong to the same package or trade area?
- Is anything missing that would block pricing confidence?
Common scenarios
- A multi-sheet drawing pack and one addendum belong to the same fabricated package.
- A schedule spreadsheet should stay linked to the same asset as the drawings it supports.
- An email attachment may explain the urgency or due date even when the PDF set looks complete.
Expected result
You know which files belong together and which files are ready to group into Assets.
Next: Group files into assets.