SC - How to File Viewer - Select pages for Takeoff

In this article, you'll learn how to use the File Viewer to preview and search documents associated with a project. This tool is particularly useful for finding specific documents relevant to your needs.

Step 1: Open the Project Finder displaying the list of projects.

Step 2: Use the search bar above the project list to search for specific files. For example, if you search for "Wall Schedule", the system will display the projects that contain this term.

Step 3: The number of matches for your search term will be listed on each project. Click on the number of matches to view the pages where these matches were found.

Step 4: Click on "View File". The document will open in a new tab.

Step 5: The system will highlight the keywords you searched for on each page and indicate how many times it appears. For example, "Wall schedule" is mentioned once on page 2, and four times on pages 8 and 9.

Step 6: Click on a page number to see how many times the search term is highlighted on that page. You can then navigate to other pages, such as page 14.

Step 7: If you want to annotate a page for your team members to see, use the annotation tools. Click the pencil in the upper right corner to draw shapes or lines.

Step 8: Use the text box to type notes directly onto the page.

Step 9: Annotations you make will be saved and viewable by team members in your company who have access to the planHub account.

Step 10: To export plan sheets to takeoff, navigate to the upper right corner and click the "Start Takeoff" button. You can select multiple pages to export, all pages in the document or only the current page in your view.

Step 11: Another way to access the File Viewer is by clicking the name of any project on your Project Finder page.

Step 12: When the Project Page opens, click "Project Files". Then click on the file viewer in the Action column.

Step 13: Use the search box to find specific terms. For example, if you're a flooring contractor, you might want to search for "finish plan". The system will list the number of pages where this term is found.

Step 14: You can annotate these pages, start a takeoff, or download the pages using the download arrow.

Step 15: If you're interested in a project, click the "Save to Bid Board" button to easily locate it in the future on your board tab.

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