Attach Files to a Sheet

OBJECTIVE

To attach Files to a Takeoff Sheet

BACKGROUND

Manage your jobs efficiently with real-time collaboration based on the most up-to-date information available. Give everyone on your team - from foremen to architects to subs - centralized project plans, tasks, documents and more. Redline™ Planroom gives you the tools you need to connect office and field, so you can build better, faster and smarter.

THINGS TO CONSIDER

• Company users must have a license to access Redline Takeoff.
• Review the Redline Sheet Requirements to ensure your plans are scanned correctly.

STEPS TO ATTACH FILES TO A SHEET

A. Via right-click on the Sheet:

1. Navigate to the desired project via the Left Sidebar 
2. Select the Takeoff category 
3. Right-click on the desired sheet
4. Choose Edit Sheet from the dropdown menu
   
   1. This will open the Edit Sheet Information window
5. Choose the Attachments tab
   
6. Click the green +Add New Attachment button
   1. This will open the Upload Files window
7. Choose where to upload your File from or drag & drop it in the window

B. On the open Sheet:

1. Navigate to the desired project via the Left Sidebar 
2. Select the Takeoff category 
3. Click on the desired Sheet 
   1. The Sheet will open in a new tab
4. Click the Information icon on the right sidebar
   
5. Locate the Attachments pane
   
6. Click the blue Click here
   1. This will open the Upload Files window
7. Choose where to upload your File from or drag & drop it in the window
   

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQs) about Redline Takeoff can be found in the article FAQ: Redline Takeoff. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.