Documents
Documents
Section titled “Documents”Every Darwin project includes a built-in document repository. This keeps drawings, specifications, supplier quotes, and reference materials organized and easy to access throughout the estimating process.
Documents may be uploaded directly to a project, or associated with clients and suppliers.
1. What Documents Are Used For
Section titled “1. What Documents Are Used For”Documents help you centralize all project-related information, including:
- architectural drawings
- structural plans
- specifications
- supplier or subcontractor quotes
- RFIs and clarifications
- site photos or notes
- IFC files and exports (optional)
By keeping files in one place, teams maintain clarity and reduce the risk of missing or outdated information.
2. Uploading Documents
Section titled “2. Uploading Documents”To upload a document:
- Open your project.
- Go to the Documents tab.
- Click Upload File.
- Select a folder (optional).
- Upload and save.
You may upload multiple files at once.
3. Organizing Files with Folders
Section titled “3. Organizing Files with Folders”Projects include default folders such as:
- Drawings
- Specifications
- Quotes
- Contracts
- IFC Files
You can create custom folders to match your workflow.
Organizing files properly helps keep your project efficient and ensures other team members can find information quickly.
4. File Previews and Metadata
Section titled “4. File Previews and Metadata”Darwin will display:
- file name
- size
- upload date
- uploader
Some file types (PDF, images) may include a preview.
5. Versioning and Replacing Files
Section titled “5. Versioning and Replacing Files”If a file changes (e.g., updated drawings), you can re-upload and replace the previous version. This helps maintain a clean record without cluttering the project with unnecessary duplicates.
6. Documents for Clients & Suppliers
Section titled “6. Documents for Clients & Suppliers”Clients and suppliers also have their own file repositories. These can store:
- contracts
- quotes
- compliance documents
- internal notes or references
These attachments help centralize vendor relationships and documentation.
7. Best Practices
Section titled “7. Best Practices”- Upload documents as soon as they are relevant.
- Create clear folder structures.
- Keep file names consistent.
- Replace outdated documents instead of duplicating.
- Use the Documents tab as the single source of truth.
8. Next Steps
Section titled “8. Next Steps”- Tasks
- Modules
- Estimations