Creating New Documents in Trade Workspaces

You can create new documents within any trade workspace to support your project needs. The steps below explain how to add a trade specific document using a template, copying from existing project files, or starting with a blank document.

Create a New Document

1. Open the trade workspace from your project where you want to create documents.
   
2. Click the Actions button at the right side of the trade name, as shown in the image above.
3. Select Add New Document.

You will now choose one of two methods:

Option 1: Copy an existing document

1. Select Copy an existing document.
2. Choose one of the following sources:
   • From Template Library: Select any published bid package template as a starting point.
   • From Project Workspace: Copy or inherit documents from your project workspace into the trade workspace.
   • From My Clipboard: Copy documents or templates saved in your clipboard.
3. Select the document you want to copy.
4. A preview screen of the selected document’s content will appear. From here, you can:
   • Select individual content items, or
   • Click Select All to include everything.
5. Click Add to complete the process.
   A new trade document will be created for that trade workspace by copying the contents from the selected source.

Option 2: Create a Blank Document

1. Select Create a blank document.
2. Enter the Document Name.
3. Click Next to create a new blank document. This process will create a new blank trade document, allowing you to work from scratch.

For additional actions you can perform within a trade workspace, see the help guide:Trade Workspace Actions in a Project.

💡Tips

• When copying a document, choose the Template Library for standardized formats to keep your project consistent.
• Use Create a blank document only when you need a fully custom layout—this helps keep your workspace organized.

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