Trade Workspace Actions in a Project

This guide explains how to use the Actions menu within a Trade Workspace to manage workspace details, placeholders, and deletion of a trade from that project.

Edit Workspace Info

Use this option to update basic details of a trade workspace.

1. Click Actions → Edit Workspace Info.
2. Update the Trade Name and Section Name as required.
3. (Optional) Add or update Trade Notes to provide additional context about the workspace.
4. Use the available formatting tools to apply bold, italic, lists, or links within the notes.
5. Click Save to apply your changes.

Delete Workspace

The deletion process depends on whether the trade workspace contains documents.

If the Trade Workspace Has No Documents

1. Click Actions → Delete Workspace.
2. Confirm the action by clicking Yes.

The empty trade workspace will be deleted immediately.

If the Trade Workspace Has Documents

1. Delete all documents within the workspace first.
   • Click the Trash icon next to each document in the document list.
2. Once all documents are removed and the workspace is empty, click Actions → Delete Workspace.
3. Confirm the deletion by clicking Yes.

Edit Placeholders

Placeholders allow you to manage reusable values associated with a trade workspace.

1. Click Actions → Edit Placeholders.
2. Review the list of placeholders currently assigned to the trade.
3. Click Add New to create a new placeholder.
4. Enter a Key and a corresponding Value.
5. Use the Search bar to quickly find existing placeholders.
6. Click Project Placeholders to view or reference placeholders that are defined at the project level.

💡 Tip:

• Use consistent and meaningful placeholder keys to make automation and document updates easier to manage.
• Changes made to placeholders may affect documents that reference them, so review updates carefully before saving.

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