Before assigning a project document to a draw, the draw must be created in Rabbet. Read this article to learn how to create a draw.
Moving Documents from a Project to a Draw
If you have completed one of the following:
Shared a link with third parties to upload documents to your project
Shared an email with third parties to upload documents to your project
Uploaded documents to a project prior to creating a draw
Then follow the below instructions to assign the documents to a draw.
After selecting the project and landing on the 'Overview' tab, navigate to the 'Documents' tab. Once Rabbet has uploaded the file and extracted the relevant document information, you will be notified via email that there are documents for your review.
Bulk Moving Documents
At the project level you can move in bulk your uploaded documents into their respective draws by selecting the documents you would like to move, and choosing the draw they will be moved into by selecting the applicable documents and choosing "Move To".
Moving/Actioning Individual Documents
At the project level you can take several actions on a document including: assigning for approval, marking as reviewed, adding comments and moving the document into a draw request.
Select the draw to which the documents should be assigned:
A modal will appear for you to confirm the document transfer.
Changing the document from the project level to the draw level generates additional fields in the document review modal. At this point, you can complete the additional fields with the relevant draw value data. Check out this article to learn more:
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