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.
If you have:
a) shared a link with third parties to upload documents to your project or
b) 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.
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 document 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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