Package supporting documents

When you have multiple related documents, you can package them into a single document, so you do not have to download each document separately and combine them outside of Change. You can use packaged documents to send to InEight Document or send out for electronic signature.

Step by Step — Package supporting documents

You can package documents when you want to combine multiple documents into a single document.

Documents must be in Microsoft Word or Excel, PDF, or image format and come from the document source My computer to be added to a package.

  1. From the Issue, Potential Change Order, or Client Change Order log, select multiple documents, and then click the Package documents icon.

    The Package supporting documents dialog box opens to the Selected documents step.

  2. You can select additional eligible documents to be in the package or reorder the documents in the package.

  3. Click Next to go to the Package document details step.

  4. Enter the title, document type, file or link name, and notes. The File/Link name field defaults to the value you enter in the Title field, but you can change it.

  5. Click Save to save the package as a PDF in the Supporting documents register.