Revising packages and documents, outside of an addendum

Revising packages and documents, outside of an addendum


You do not need to use the Addendum Wizard to make small changes to your documents and packages. For example, you might want to add a document which is already uploaded to a package you've already created. 

To add a document to a package you must first access the "Document Matrix" (this can be done via the projects Dashboard). From here you will need to click the "Edit Packages" button. Once you've made your required changes make sure you select the "Update Packages" button. If these changes affect subcontractors who have downloaded these packages you will be prompted with a "Confirm & Notify" pop up.

If you need to upload documents before assigning them to packages, first navigate to the Documents page, drag and drop your files into EstimateOne, such as a BOQ, then click "Open Document Matrix". Proceed as before, making your changes and clicking to "Update Packages", again if people have been affected you have the ability to notify them of the changes from the "Confirm and Notify" window.


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