Create a drawing by copying an existing drawing and manually assigning it a document number

  1. Open the Enter Drawing screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Project field, do one of the following:

    • Enter the code of the project for the drawing.

    • Click to select the project for the drawing from a Lookup List.

    • Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  3. In the Document field, enter a code of up to eight alphanumeric characters to identify the drawing.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  4. Press Tab.
  5. Click Copy from Document.

In the Type field of the Copy from Document popup window, click to select the type of drawing to copy.

  • All Documents - Both template and non-template drawings are available to be copied.

  • Regular Documents - Only non-template drawings are available to be copied.

  • Template Documents - Only template drawings are available to be copied.

  1. In the Document field, do one of the following:

    • Enter the code of the drawing you want to copy.

    • Click to select the drawing you want to copy from a Lookup List.

  2. Select the Copy Revisions checkbox to copy drawing revisions from the existing drawing to the new drawing.
  3. Select the Copy Attachments checkbox to copy attachments from the existing drawing to the new drawing.
  4. Click OK.
  5. In the Description field, modify the description for the drawing as needed.
  6. Complete the fields as described on the Enter Drawing Screen Field Reference.
  7. In the On Save of Document section, select from the following options to specify the actions to perform when you save the document:
    • Select the Create PDF checkbox to create a PDF file from the document form.
    • Select the View checkbox to view the PDF file.
    • Select the Print checkbox to print the PDF file.
    • Select the E-mail checkbox to attach the PDF file to an email.
    Note: Be aware of the following requirements when working with documents and attachments:
    • The Create PDF checkbox and at least one other checkbox must be selected.
    • You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an email message with an attachment. Contacts with a value for the E-mail As field are included as addressees on the email.
    • You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
  8. Click Save Document.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.