Running Document Automation on Selected Trade Documents

Learn how to run automation on selected documents within a Trade Workspace to automatically update their content using line-item automation scripts and the associated trade templates as the source.

Steps

1. Go to the Bid Packages workspace.
2. In the left menu, click Projects.
   You will see a list of all projects.
3. Select a project to open its Project Workspace.
4. Scroll down to the Trade Workspaces section.
   You will see all trade workspaces documents.
5. Select the Trade Workspace where you want to run automation.
   
6. On the right side of the trade row, click the Actions button as shown in the image above.
7. From the dropdown, select Run Automation.
8. A Run Automation pop-up will appear, showing the list of documents of that trade where automation can be run.
   • Use Search or Filter by tags if needed.
   • Select the document(s) you want to include.
9. Click Next.
10. The next screen will show all templates associated with that trade.
    • Use Filter by tags and the Search bar to quickly narrow the list and find the templates you need.
    • Select one or multiple templates you want to apply.
    • The selected templates act as the source for automation, where the system identifies matching automation tags and automatically inserts the corresponding content into the target documents.
11. Click Run.
12. Automation will be applied only to the selected documents within the single trade workspace, and the process will finish once all automation-driven content has been inserted into each document that contains an automation script.
13. The system will begin processing.
    • The document will temporarily show a Processing… status.
    • Click Refresh to see the latest updates once it completes.

💡Tips

• Use tag filters to quickly narrow down templates when a trade has many associated items.
•  If the document stays in Processing… for longer than expected, refresh the page to update its status.

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