The Project Documents section provides a centralized system for creating, managing, reviewing, and transmitting project documentation in Stackd. It supports document control features such as templates, revisions, digital signing via ConsignO, transmittals, and version history.
Add Documents to Project
To Create a New DocumentTo Create an AddendumTo Create an Assessment ReportTo Create a Certificate of PaymentTo Create a Change DirectiveTo Create a Change OrderTo Create a Contemplated Change NoticeTo Create a Design Check SheetTo Add a Drawing Package to DocumentsTo Create a Field ReviewTo Create an Independent ReviewTo Create a LetterTo Create a MemoTo Create a ProposalTo Create a Request for InformationTo Create a Risk AssessmentTo Add a Letter of AssuranceTo Create a Generic DocumentTo Create A Scope Change Request Notice (SCRN)To Create a Site Instruction DocumentTo Use a Prefilled Template
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Prefilled Templates” next to the “Documents” heading
- Select the template from the dropdown
- A slide-over panel will open on the right, here you can make edits if needed
- Click “Download” then a pre-populated fillable PDF will open in a new browser window
You can also create your own pre-filled templates—learn how here.
Filtering Documents
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Filters” next to the “Documents” heading
Upload Files to Project
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Add File” next to the “Uploaded Files” heading
- Enter all information in the required fields
To modify the “Type” dropdown options see Lists.
- Upload the file(s) to the PDF drop zone
- Click “Save Changes”
- To view the file(s) click on the row to enter the “Edit Uploaded File” slide-over panel and select the icon shown below