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Subcontractor - How to File Viewer

Quickly find, preview, and annotate project documents using the File Viewer. Learn how to search for files, highlight relevant terms, add notes or shapes, and save your work—all right inside your project workspace.

 
 

Step 1: Open your project list in the project finder.

Step 2: Use the search box at the top of the list to enter keywords, like “foundation plan.”

  • Type your keywords and press enter or click the magnifying glass.

Step 3: Look for the number of matches shown next to each project. Click that number to see which documents or pages contain your search term.

Step 4: Select a page from the results or click “view file” to open the full document in a new tab.

Step 5: In the File Viewer, see a sidebar highlighting every page where the search word appears, along with the number of matches per page. Click any page to jump to it and spot the highlighted term.

Click on a page to view, the searched term will be highlighted.

Add Annotations

Step 1: Add annotations to any page you’re reviewing. Click Annotate at the top right.

Step 2: Use the freehand pencil tool to mark up the page, or choose the text box to add notes. Add shapes if you want to draw attention to something specific.

Step 3: Insert pre-populated terms (like “approved”) or create and stamp a new signature to officially mark or sign off on the document.

Your annotations are only visible to users logged in to your company’s Planhub account.

Start a Takeoff

Prerequisite: You have to have purchased the add on Takeoff to begin a Takeoff.

Step 1: Start a Takeoff directly from the File Viewer. Click Start Takeoff at the upper right. Choose to move the entire document into Takeoff, the current page in view, or click "select pages" to select the page(s) to start a Takeoff.

 

Download the File

Step 1: Download to get the original file or a version including your annotations. Download all pages, one page, or just selected ones.

Access the File Viewer from the Project Details

Step 1: Find any project on the Project Finder or Bid Board. Click the name of the project.

A new tab will open to that specific projcet's details page.

 

Step 2: Click Files and start your search from the Files tab.

Click the arrow on the left side to open the search panel and expand the sidebar.

Step 3: Enter your keyword in the search bar and hit Enter. You’ll see the same document filtering and previewing functions as before, making it easy to jump straight to what you need.

 

Save to Bid Board

Step 1: Click the ribbon icon to add the project or file to your bid board. This keeps important documents easy to find later.

Use these File Viewer tools to streamline your document review and get to the information important to you fast.

Troubleshooting

Contact us if you need assistance or to report an issue: