The General Documents page is used to manage the "master" list / repository of general documents (i.e. Bid Cover Sheet) that are not specific to a trade (cost code) and are to be made available to all bidders on a project. When a new project is created, the user will be given a list of all of the "master" general documents. They can then select the documents they want to include in the new project.

To manage the master list of General Documents:

1. Click the BidConnect tab. The Projects page opens, showing the Master Mgmt links on the Left Nav Bar.

2. Click the General Documents link on the Left Nav Bar under Master Mgmt. The Master Project Documents page opens.

3. To remove a general document from the master list, click the Remove check box next to each general document you would like remove.

4. Click the Update button in the top right of the page. The selected general documents will be removed from the master list.

To upload new General Documents to the master list:

1. On the General Documents page, click the Upload New Documents button in the top left of the page. The Upload pop-up window opens.

2. Click the Add Files button. The Add File dialog box opens. Depending on your internet settings, you may need to click this button twice. Once to activate the button and again to open the Add File dialog box.

3. Locate the file you want to upload. Click on the file to select it. You can add multiple files by holding down the Ctrl button while selecting the files.

4. Click the Add button on the dialog box. The file name for each file you selected appears on the Upload pop-up window.

5. To remove a file from the Upload pop-up window, click once on the File Name, and click the Remove Files button. The file name disappears from the pop-up window. You can remove multiple files by holding down the Ctrl button while selecting the files.

6. Click the Upload button at the bottom of the pop-up window to upload all the files listed in the pop-up window. When the upload is complete, you will see a pop-up window that says, ”r;Transfer Completed.” The estimated time it will take to upload all the files is listed above the Upload button.

7. Click OK on the Transfer Completed pop-up window. The Upload General Documents - Step 2 pop-up window opens, listing all of the files that were uploaded.

8. For each file, edit the Description/Name as necessary (by default the file name will be inserted in the Description Name field) and Version Number, which will appear on the General Documents page.

9. Click the Update and Close button to complete the upload. The newly uploaded documents will appear on the Project Documents page under the Included Documents.

Master Project Document Columns

• Description Name - this is the name of the document as it will appear in the General Documents list. It is assigned by the user when the document is uploaded (see upload instructions Actions section). Clicking on the Description (Document) Name will allow the user to view the document.

• Version - Version of the document.

• File Size - The size in (in KB) of the document

• File Type - The type of the general document. Valid file types include:

• doc - MS Word Document version 97 - 2003 files

• docx - MS Word Document version 2007 files

• xls - MS Excel spreadsheet version 97 - 2003 files

• xlsx - MS Excel spreadsheet version 2007 files

• jpg - JPEG image file

• gif - GIF image file

• tif - TIFF image file

• pdf - Portable Document Format files

• Edit - Clicking on the Edit link allows the user to edit the Description/Name of the document .

• Replace - Clicking on the Replace hyperlink gives the user the ability to replace a general document.

• History - Clicking on the History link for a general document will display the history for the document.

• Remove - placing a check mark in the check box and clicking on the Update button will remove the selected document from the "master" list of General Documents and it will not be available for future projects.