Documents

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What to Know

• The Documents tab is where you create a folder structure to store your documents in STACK.

• Drawings and PDF Documents are the document types that can be uploaded into STACK.

• Plans can also be uploaded from STACK | Takeoff & Estimating and from Autodesk Vault.

See below for instructions to:

Folders

• Create a Folder

• Rename a Folder

• Permissions on Folders

• Cut and Paste a Folder

• Move Files and Folders

• Delete a Folder

Upload a Document

• Streamline Upload of Files

• Upload from STACK | Takeoff & Estimate

• Autodesk Vault

  • Upload Drawings from Autodesk Vault

  • Export Drawing from Autodesk Vault

• Upload History

• Manage Version Sets

Filter or Search for Documents

Download the PDF of a Document

Rename a Document

Delete a Document

Folders

Create a Folder

1. Select Documents.

2. Click Create a folder.

3. Enter a Folder Name.

   TIP

   You can add permissions to the folder by clicking Assign user permissions.

4. Click CREATE FOLDER.

5. The new folder will be added to the Documents List.

Rename a Folder

1. Click the three dots next to the folder you want to rename.

2. Select Rename.

3. Edit the name.

4. Click Save.

Permissions on Folders

1. Click either the three dots next to the folder you want to add permissions to or the padlock icon at the top of the window.

2. Select Permissions.

3. Deselect the users for who you don't want to give permission to access the folder.

4. Click Save.

Cut and Paste a Folder

1. Click the three dots next to the folder you want to cut and paste.

2. Select Cut.

3. Navigate to the location where you want to paste the folder and click the three dots.

4. Select Paste.

   TIP
   If you do not want it in a folder, right-click to Paste.

5. The Folder will be moved to the new location.

Move Files and Folders

You can move files and folders within your project. This makes it easier to reorganize your structure as the job progresses, without needing to re-upload documents.

• Navigate to the file or folder you want to move.

• Either right-click next to the file/folder or click the three dots next to the file/folder. To select multiple files/folders, either click the select icon or use ctrl shift on your keyboard.

• Select Move.

• Navigate to where you want the file/folder to be moved.

• Click Move.

  NOTE

  If the file or folder cannot be moved, an error message will be displayed to inform you of the reason.
  - File/folder with the same name

  - The move to folder is the same as the selected folder

  - The folder has revisions that are unpublished

Delete a Folder

1. Click the three dots next to the folder you want to delete.

2. Select Delete.

3. Check the box to confirm that you understand the folder will be deleted with all associated files, markups, and photos.

4. Click YES.

5. The folder will no longer be in the Documents List.

Upload Documents

Files can be uploaded from either local storage or connected cloud sources. You can upload Drawings (plans) or Documents, with PDF as the only supported file type for drawings. STACK | Build & Operate supports multiple file types, including the ones listed below. With the streamlined upload process, drawings and documents can be added together in a single step, even when they are organized into different folders. This reduces the need for multiple uploads, helps maintain folder organization, and improves efficiency when managing frequent updates to project files.

Streamline Upload of Files

1. From the left side navigation menu, select Documents.

2. Click Upload.

3. Select Local or Cloud files (CAD plan drawings saved in PDF format or scanned PDFs). Drawings will be accessible onsite with zoom, search, and markup capabilities. You will also be able to create issues on drawings assigned to specific users to resolve them quickly and effectively.
   Document file types listed above. Organize and save your documents, such as specifications, submittals, construction agreements, SOWs, Bill of quantities, etc. When uploading a document, a pencil will appear in the X file selected section on the right. This allows you to make edits on the documents (rotate, flip vertically and horizontally, crop, adjust, and apply a filter).

   IMPORTANT

   You can ONLY upload drawings of .pdf format. If you do otherwise, an error message will be displayed.
   

4. Select the icon for your desired upload method - Local files (from your computer), Camera, Direct link, Google Drive, Google Photos, Dropbox, Onedrive or Box - from the gray bar on the left of the upload area.

5. For each of the upload sources:

   1. Local files: Drag and drop your file, or click Drop your files or click here to navigate to your file.

   2. Camera: Take a photo with your laptop or computer camera. (You might need to grant permission to take photos)

      NOTE

      When uploading a photo, you have he possibility to edit the image. Click the pencil icon to rotate, crop, or flip.
      

   3. Direct Link: Enter or copy and paste the link and click Import.

   4. Google Drive: Connect to your Google Drive and retrieve the required drawings/documents.

   5. Google Photos: Connect to your Google Photos and retrieve the required images.

   6. Dropbox: Connect to your Dropbox and retrieve the required drawing/documents.

   7. Onedrive: Connect to your OneDrive and retrieve the required drawing/documents.

   8. Box: Connect to your Box and retrieve the required drawing/documents.

6. To remove a drawing or document, click the trash can icon next to the item in the right gray bar.

7. Click NEXT.

8. On the left side panel of the next screen, select a file(s) by checking the box.

9. On the right side panel, navigate to where you want to save the file(s).

10. Click the green arrow to make the transfer.

11. Repeat this process to save files in different locations.

12. Select if the file is either a Drawing or a Document by checking the box.

13. Click Next.

14. Create a version set by entering the Name.

15. Select the issue Date and Time.

16. Click NEXT. If you wish to upload the document at a later time, click FINISH LATER. The file that you send to FINISH LATER can be found in Upload history.

17. The files will then upload.
    If STACK | Build & Operate finds the NAME and TITLE, it will enter it automatically as it uploads.
    If STACK does not find them, click in the field and select the correct entry.

18. Alternatively, you can click the THUMBNAIL to view the drawing and extract the information.

    1. Locate the NAME of the drawing and drag and drop the Name extracting tool.

    2. Stretch the box so it catches the complete name.

    3. Do the same for the TITLE and Revision number.

    4. Click REVIEW EXTRACTION.

    5. If the information extracted is correct, click APPLY.

    6. If necessary, attach any relevant TAGS to your file.

19. Click NEXT.

20. Select what colleagues or category of colleagues you want to notify about the document. You can also enter notes in the OPTIONAL NOTES section.

21. Click PUBLISH.

22. While the file(s) is uploading to the folder, a clock icon will be shown on the file type icon. Once it has been fully uploaded, the icon will disappear.

Upload from STACK | Takeoff & Estimate

If you have a subscription with STACK pre-construction, you can upload plans (not documents) directly from STACK. You can upload up to 300 plans at a time, but once uploaded, they will not sync with STACK moving forward. If plans are edited in STACK, they will need to be re-uploaded in STACK | Build & Operate to capture the changes.

In STACK | Takeoff & Estimate, add any notes, legends or other information because once uploaded in STACK | Build & Operate, this information will be flattened and you will not be able to edit it. 

Only the following STACK | Build & Operate user roles can upload STACK  | Takeoff & Estimate plans to STACK | Build & Operate:

• Owner

• Administrator

• Power Collaborator +Documents

Using STACK for takeoff and estimating, and then importing the plans for the projects that have been won saves time and helps with budget management because your field team won't have to spend time measuring the same plans again and you will already have your list of materials and quantities that you have budgeted for the projects. 

1. From the left side navigation menu, select Documents.

2. Click Upload.

3. Select Takeoff & Estimate.

4. If not already, Login To Stack using your credentials.

5. From the Statuses dropdown, select the status(es) of the project you are searching for.

   Select All	In Progress
   Bidding	On Hold
   Not Set	Completed
   Bid Submitted	Awaiting Approval
   Pending Bid Results	Awaiting Additional Information
   Won	Project Declined
   Lost	Project Requires Approval

6. In STACK, select the project from which to import the plans.

7. On the the left side panel of the next screen, select a file(s) by checking the box.

8. On the right side panel, navigate to where you want to save the file(s).

9. Click the green arrow to make the transfer.

10. Repeat this process to save files in different locations.

11. Select if the file is either a Drawing or a Document by checking the box.

12. Click Next.

13. The version set and the date will already be populated. You can edit them if needed.

14. Click NEXT.

15. Once the document is uploaded, click NEXT.

    Click the THUMBNAIL if you need to extract the Name, title or revision number.

16. Select what colleagues or category of colleagues you want to notify about the document. You can also enter notes in the OPTIONAL NOTES section.

17. Click PUBLISH.

18. While the file(s) is uploading in the folder, a clock icon will be shown on the file type icon. Once it has been fully uploaded, the icon will disappear.

Transfer Drawings from the Overview Tab in STACK

1. Log in to STACK  | Takeoff & Estimate.

2. Open the project you want to upload to STACK | Build & Operate.

3. Click the checkbox in the upper left corner of each plan sheet you want to transfer.

4. Click Print Selected from the bottom of the toolbar on the right. The selected plan sheets will appear in the preview window in the order they have been selected.

5. Click the Download icon in the upper right corner to download the pages as a PDF. The PDF will be saved in your Downloads folder.

6. Log in to STACK | Build & Operate and set up your project and project folders.

7. Go to Upload.

8. Select Drawings or Documents.

   • Drawings: Plans will become higher-resolution Revisions organized with the official record sets. Multi-page documents will automatically be split into individual pages.

   • Documents: Files will be uploaded at the existing resolution as a multi-page PDF reference set.

9. Click on the COMPUTER FILES button on the left.

10. Go to your Downloads folder and select the PDF that was downloaded from STACK | Takeoff & Estimate.

11. Edit info as needed in Review.

12. Select users to Notify and complete the upload.

Transfer Drawings from the Plan Sheet View in STACK | Takeoff & Estimate

1. Log in to STACK | Takeoff & Estimate.

2. When you have a plan page open, click the Print icon at the bottom of the right toolbar.

3. A window will open with 3 print options. Select your preferred option:

   • Option 1: You can select individual sheets to download, by opening the Plans folder and clicking the green + next to the plan page you want. Then click the +Export # Selected Plans button. (The selected plan sheets will appear in the preview window in the order they have been selected.)

   • Option 2: Print Current View will download only the portion of the plan that is visible on your screen. (This is the only way to export overlay.)

   • Option 3: Export # Plans with Takeoffs will download all sheets with takeoffs on them. (The selected plan sheets will appear in the preview window in the order they have been selected.)

4. If you chose option 1 or 3, click the Download icon in the right corner of the preview window toolbar. A pdf will save to to your Downloads folder.
   If you chose option 2, select Save File and click OK if prompted. A pdf will save to your Downloads folder.

5. Log in to STACK | Build & Operate and set up your project and project folders.

6. Go to Upload.

7. Select Drawings or Documents.

   • Drawings: Plans will become higher-resolution Revisions organized with the official record sets. Multi-page documents will automatically be split into individual pages.

   • Documents: Files will be uploaded at the existing resolution as a multi-page PDF reference set.

8. Click on the COMPUTER FILES button on the left.

9. Go to your Downloads folder and select the PDF that was downloaded from STACK | Takeoff & Estimate.

10. Edit info as needed in Review.

11. Select users to Notify and complete the upload.

Autodesk Vault

Upload Drawings from Autodesk Vault

1. Login to STACK | Build & Operate and open the folder where you want the files to be uploaded. You must set up your project and project folders before uploading files.

2. Click Upload at the top right of the screen.

3. Select Drawings.

4. Click the AUTODESK VAULT tab.

5. Login to Autodesk Vault when prompted.

   • Enter USERNAME and PASSWORD

   • Select your SERVER and VAULT from the dropdowns.

   • Click the Login button.

6. Select the folders or files (DWG or PDF) you want to upload. (DWG files will be converted to PDFs during upload.)

7. Click NEXT.

   NOTE

   The time it takes to load files will vary depending on the number and size of files. It is important to not close your browser during this time as it will will stop all transfers and you will need to restart the upload process from the beginning.

8. Click NEXT. (Version Set information is auto populated during the upload.)

9. Edit the info as needed in Review and click NEXT.

10. Select info as needed on the Notify your colleagues screen and click PUBLISH.

Export Drawing from Autodesk Vault

1. Create the project and folders you want to use in STACK | Build & Operate before beginning.

2. Open Autodesk Vault Desktop Utility.

3. Select the DWG or PDF files you want to send to STACK | Build & Operate. (DWG files will be converted to PDFs.)

4. Right click and select Export to STACK.

5. Login to STACK | Build & Operate when prompted.

6. Click Next when you see the Successfully Logged in message.

7. Select the STACK Project with which you want the files associated and click Next.

8. Select the STACK Folder where you want the files saved and click Export.

Upload History

It is possible to view the document upload history with the History icon, which displays the number of documents that have been uploaded.

Manage Version Sets

Allows editing and deleting the version sets that were created or used when documents were uploaded in STACK | Build & Operat. 

1. Click the Manage Version Set icon.

2. Click the version set you want to edit to modify the name or delete the ones you don't want. You can also check the box to not have it appear when applying a filter.

3. Click SAVE.

4. Click the X to close the window.

5. To remove a filter, click the X in the filter pill.

Publish a Document

You can publish a document when uploading it through the Upload button. See Upload a Document for more details.

If a document has already been upload but not published yet, you can go into your Upload History to publish it.

1. Click the History icon.

2. Find the document you want to publish.

3. Click on the plan or click the three dots and select Edit upload.

4. Fill in the CREATE NEW VERSION SET and ISSUE DATE AND TIME info or click SKIP AND PUBLISH.

   NOTE

   If you use SKIP AND PUBLISH, the PDF name of the document will be used as the sheet title and the version will be called Uploaded On by default with today’s date and time.

Filter or Search for Documents

1. Use the Tags and/or Versions filters to filter the documents, or use the search bar to find a document in particular.

2. The most relevant results will be displayed in the Documents list.

Download the PDF of a Document

1. From the left side navigation menu, select Documents.

2. Navigate to the document you need.

3. Click the the three dots in the ACTIONS column.

4. Select Download PDF.

5. The file will be downloaded into your internet browser's downloads.

6. Click to open and save it to your computer.

Rename a Document

1. From the left side navigation menu, select Documents.

2. Navigate to the document you want rename.

3. Click the the three dots in the ACTIONS column.

4. Select Rename.

5. Edit the Document name.

6. Click SAVE.

Delete a Document

1. From the left side navigation menu, select Documents.

2. Navigate to the document you want delete.

3. Click the the three dots in the ACTIONS column.

4. Select Delete.

5. You will be asked to confirm that you want to permanently delete the document. Check the check box and click YES.

6. The document will be removed from STACK.

Next Steps

Now that you are familiar with the functions in the Documents tab, you are ready to explore Revisions:

Revisions

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