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Export a list of invitation to bid documents

Modified: 7 Jun 2026 Viewpoint Estimating Estimating Help
If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.
  1. Open the View Invitation to Bid Document Logs screen.
  2. In the Company field, click to select one or more companies for which you want to view invitation to bid documents. If no companies are selected, all companies appear in the list.
  3. In the Estimate Job field, click to select one or more estimate jobs for which you want to view invitation to bid documents. If no estimate jobs are selected, all estimate jobs appear in the list.
  4. In the ITB Request field, click to select one or more invitation to bid requests for which you want to view documents. If no invitation to bid requests are selected, all invitation to bid requests appear in the list.
  5. In the Vendor field, click to select one or more vendors for which you want to view invitation to bid documents. If no vendors are selected, all vendors appear in the list.
  6. In the Format field, click to select the format of the invitation to bid documents you want to view. Select Both to view material and subcontract invitation to bid documents.
  7. Click Retrieve.
  8. To specify the file type for the export, do one of the following:
    • To export the list to Excel, click next to the Export button and select Excel.
    • To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).
  9. Navigate to the folder where you want to save the file.
  10. In the File Name field, enter a file name for the exported file.
  11. Click Save.
  12. Click OK.
    Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.
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