Saving and Using Bid Package Documents with My Clipboards

Use My Clipboards to save and reuse bid package documents. This speeds up the creation of new documents and allows you to insert approved content into ongoing documents.

1. Saving Documents to My Clipboards

1. Go to the Library.
2. Under Library, you will see Imported Docs and Completed Docs.
3. You can copy a document from either Imported Docs or Completed Docs.
4. Click the document you want to copy – you can also select multiple documents at once.
5. On the top-right, click the blue Action button and select Copy to My Clipboard.
   Alternatively, you can open a Document Preview, click the blue Actions button at the top, and select Copy to My Clipboard.
6. The document is now saved in My Clipboards. 

2. Viewing Saved Documents in Clipboards

1. Go to the Projects section and open a project.
2. On the right-hand toolbar, click the Clipboards icon.
3. In the My Clipboards panel, click the Docs tab to view your saved documents.
4. Your list of saved documents appears.
5. From here, you can also:
   • Delete a document from clipboards: Select the document → Click Delete.
   • Share a document: Select the document → Click Share → Type username → Confirm.
     This shares the document with the selected user, and it appears in their Clipboard. For more details, see Sharing Clipboard Items with others.

3. Using Documents from Clipboards

 A) Creating a New Document

1. When creating a new document, select Copy an existing document (as shown in the image above).
   
2. A new screen will appear asking “Where would you like to copy from?” — select From My Clipboard (as shown in the image above).
3. You will see the list of documents saved in your Clipboard. Choose the document you want to use.
4. Click Next to continue with the new document creation process.

 B) Inserting Item Content into Ongoing Documents

1. Open the ongoing document where you want to insert the saved Clipboard document content.
2. Select the line item where you want to insert the content.
3. Place your cursor at the exact location where you want the item to appear.
4. On the right toolbar, click the Clipboards icon (shown in the image below).
   
5. In the My Clipboards panel, select the Docs tab to view your saved documents.
6. Select the document you want to copy the item content into the ongoing document.
7. Click Insert.
8. A preview screen of the selected document’s content will appear.
9. From here, you can either:
   • Select individual line item content, or
   • Click Select All to include everything.
10. Click Insert again, then click Yes to confirm.
    The chosen line items are added at your desired location in the document.

 Tip:
Use My Clipboards to standardize your bid packages—reusing approved content ensures accuracy and saves time.

BP-019