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Attachments to Emailed Bid Invitations and Notices

This article explains how to attach file(s) to an emailed Bid Invitation or Notice.

NOTE:  Normally it is recommended to upload all files into your Planroom and direct subcontractors to access them there, but if you want to email certain file(s), you can attach them to either a Bid Invitation or Notice.

ALLOWED ATTACHMENTS:

  • .pdf, .xlsx, .docx, .png, .jpg, .jpeg
  • Total sum of all attachments cannot exceed 10MB (anything larger than 10MB can be uploaded to your Planroom where subs can download them).
  • Note that if your are using our Fax service, only PDF attachments can be faxed.
INSTRUCTIONS:

Attaching a file(s) to a Bid Invitation:

  1. Upload the file(s) to your Planroom.
  2. Right-mouse-click on the file in your Planroom and select "Attach to Invitation". The paperclip icon next to the file will then be darker, designating that it will be attached to the email.


Attaching a file(s) to a Notice:

  1. If you have just one file to attach, there are two methods:
    Method #1) Upload it to your Planroom, then go to Create Notice and check the box in the "Attach to Notices" column.



    Method #2) Upload it into the Create Notice screen via "Choose a file..." button. Note that the file will also upload into your Planroom for subcontractors to view. Note: If you only want the file to attach to the Notice and not show in your Planroom, delete the file in your Planroom immediately AFTER sending the Notice.



  2. If you have multiple files to attach, use Method #1 above, and check the boxes next to the files you want to attach to the Notice email.

    If you have any questions, contact support@preconsuite.com or call 949-222-0400

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