Copying Bulk Project Documents into Multiple Trade Workspaces at Once

This guide explains how to copy multiple project documents at the same time into one or more Trade Workspaces inside your project.

Steps

1. Go to Projects in the Bid Packages workspace and open the project.
2. Click the Actions button in the top-right corner of the project workspace.
3. Select Copy Documents.
4. A pop-up will appear asking: What you want to copy? Choose Project Documents to copy documents currently created in your Project Workspace to your selected trade workspaces.
5. A list of all project documents will appear.
   You can:
   • Use Filter By to narrow the list
   • Use the Search bar to locate documents
6. Check the box next to each document you want to copy.
   You may select multiple documents at once.
7. (Optional)Select Keep Inheritance checkbox to keep the copied document linked to the original parent document. When this option is enabled, you can copy only one document at a time.
8. Click Next.
9. A list of all Trade Workspaces of that project will be displayed.
10. Check the workspace(s) you want to copy the documents into.
    You can choose one or multiple trade workspaces.
11. Review the message at the bottom indicating how many documents will be copied to how many trades.
12. Click Copy to complete the process.

After You Click Copy

• Copying may take some time depending on document size and quantity, and copied files will show a “Processing…” status until completed.
• You can continue working while the system processes in the background and click Refresh to see the latest updates.
• Once finished, the documents will appear and be ready to use in the destination workspace.

💡 Tip:

• Use the Search and Filter tools to quickly locate specific documents.
• Copying documents in bulk is the fastest way to set up multiple trade workspaces at once.
• Use Keep Inheritance when you want copied documents to maintain automated behaviors or template connections.

BP-032