Documents (PDF)

With Documents, you can attach PDF versions of documents quickly and efficiently using templates that can be saved and used in multiple projects. Because these documents are converted to a PDF file when they are published to your project, they are typically used as a means of "one-way" communication from you to your bidders. Sometimes, sponsors use Documents with an agreement sheet at the end to acquire a commitment to participate, and/or request preliminary bids.

To get you started, Iasta provides a document called the Standard Template when you install the Iasta SmartSource desktop. You can include an unlimited number of Project Documents in your project. 

Iasta SmartSource Desktop Window

Related Topics

Creating a Project Document

Editing a Project Document

Using the Document Editor

Document Standard Template Database Fields