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Download Draw Documents and Summary
Download Draw Documents and Summary

This article describes how to download the draw documents and an Excel Draw Summary or other reports from any Draw in a Project.

Tom Martin avatar
Written by Tom Martin
Updated over a month ago

*This article is intended for Rabbet users only. If you are not a Rabbet user and need to download documents after receiving a Rabbet Draw Submission in your email, check out this article:

Table Data and Original Document Download

Data that is organized in a Rabbet table can be exported to CSV by clicking on the 'Table Actions' button. Be sure to make changes to the table before exporting so you capture all the data needed. 

Table actions for filtering


Select one or more documents on the 'Documents' tab. Click 'Download'.

Options for downloading documents

Download Stamped Documents

Your Rabbet account can be configured to download documents containing a stamp that outlines the project, vendor, line item, cost codes and document approval(s). Stamped documents are used most often when sharing draw documentation with internal accounting teams.

Select one or more documents on the 'Documents' tab. Click 'Download Stamped'

options for downloading stamped/ approved documents

The information contained in the stamp is based on the data input, and actions taken, for that given document. In the example below, all fields in the document assignment modal have been completed and invoice approval marked.

Document details

The stamp for this document:

downloaded stamped document with approval information

Download Draw Files

The options below describe how you can download a draw package containing the full draw documentation and/or an Excel file summarizing the draw. 

Download options
download options

Download Documents - click this option to download a zip folder that contains the draw documentation (as individual PDF files) and an Excel summary of the draw request.

List of downloads

Download Package - click this option to download a single PDF document that contains all of the .pdf draw documentation, including a first page table of contents of the PDF documents only.

*Note that any non-PDF documents stored in the draw (MS Word docs, other Excel files, etc.) will not be included in this package or table of contents.

Draw package preview

Download Draw Summary - click this option to download an Excel file summarizing the current Draw Request

Check out this article to learn more about the various draw summary formats that are available for this feature:

Draw summary Excel download

Custom Reports - if your organization has any custom reports or Draw Assessment fields that have been set up with your account manager, this is where they will live. Simply fill out any report fields and download your reports directly from this page.

For more information on this functionality, please email help@rabbet.com or reach out to your account manager.

Troubleshooting

You clicked the button to download, but nothing seems to happen:

Depending on your browser settings, the file may immediately download to your computer. It may happen so quickly that you don't notice, so check the downloads folder.

macOS

Downloads

Windows

downloads on desktop

You checked the downloads folder on your computer, but the file isn't there:
Depending on your browser settings, the file may open in a separate browser window or tab before downloading. Once you locate the tab/window containing your file, click the download button.

Invoices download

Selecting multiple files for download at one time creates a zip folder:

When you select multiple documents for download, the files will appear in your computer's downloads folder as a single .zip file. The .zip file must be opened before the individual documents appear.

desktop invoice download

Do you have questions or feedback? Please email us at help@rabbet.com

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