Creating New Project Documents in Project Workspace

Learn how to create new project documents within the Project Workspace by copying an existing document or starting from a blank document.

Prerequisites

• Must have access to the Bid Packages workspace.

Steps:

1. Go to Projects in the Bid Packages workspace and select the project where you want to create new documents.
2. Click the Actions button at the top-right corner of the project workspace.
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 My Clipboard: Copy documents or templates saved in your clipboard.
3. Select the document you want to copy.
4. Enter the Document Name, then click Next.
5. 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.
6. Click Add to complete the process.
   A new project document will be created 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 creates an empty project document, allowing you to work from scratch.

💡 Tip:

• Use the Template Library whenever possible to maintain consistency across all project documents.
• Give each document a clear, descriptive name so it’s easy for your team to identify later.
• When reviewing the preview screen, select only the sections you need to keep your document clean and relevant.

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