Issued documents

The Documents tab is the register of reports and packs you have issued, not the raw drawing upload list.

Drawings & files is where uploads land. Documents is the issued register.

When you issue an estimate or a branded report, a row appears here with its revision.

Issued documents are not edited in place. A change creates a new revision so the audit trail stays intact.

Examples

  • Find last month’s bill

    Open Documents on the project. Filter to the estimate you issued. Download the signed revision, not a live draft.

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The assistant uses this guide only. It cannot see your projects.