Documents library

Overview

The documents library is the pursuit file browser: uploaded tender PDFs, generated forms, exported offers, and team-created files. Central attachment store for the workspace and entry point to Document editor and Required documents.

Without documents here, In-depth analysis has nothing to read. Generated outputs from Construction standard forms land here automatically.

Tip: Before analysis or form export, confirm you have:

  • Full tender package uploaded (all volumes)

  • Folder structure mirroring authority volumes (Vol. I, II, III)

  • Latest notice-synced files for notice-backed pursuits

  • Naming convention your team recognizes in final ZIP

  • Backup via Download all before major merges

Important: Deleting a document may break questionnaire evidence links and analysis citations — confirm no references first.

When this module appears

Pursuit type

Sidebar

Supplies, services, works

Documentation → Documents

Works default ordering may list construction forms before library — both live under Documentation.

How to open

Path

Steps

Pursuit sidebar

Documentation → Documents

Document editor

Back to documents

Required documents

Back to documents

In-depth analysis

Preview links

Layout

Flow diagram

Directory table

Table — folders and files.

Column

Description

Name

Icon + label

Type

Document type badge

Modified

Timestamp

Actions

Context menu

Supports nested folders for volume organization.

Topbar actions

Button

Behavior

Download all

ZIP entire library (disabled if empty)

Suggested documents

Opens Required documents

Key actions

Action

Result

Upload

Add files

Open

Document editor

Create folder

Organize volumes

Rename / move

Metadata update

Delete

Remove with confirmation

Save as

Duplicate

Download single

One file

Merge to PDF

Multi-doc merge flow

Context menu

Full per-row actions

Upload workflow

```mermaid

sequenceDiagram

participant U as User

participant D as Documents library

participant S as Storage

U->>D: Upload PDFs

D->>S: Store assets

S-->>D: Entries created

D-->>U: Table refresh

```

Uploaded docs feed in-depth analysis selection.

Numbered workflow — organize tender package

  1. Create folders per authority volume labels.

  2. Upload qualification PDFs to Vol. I folder.

  3. Upload specs to Vol. II.

  4. Upload BOQ / financial templates to Vol. III.

  5. Notice-backed: verify sync added authority files — dedupe duplicates.

  6. Start in-depth analysis from complete set.

  7. Track gaps via Suggested documents.

Empty and processing states

State

UI

Initial load

Placeholder rows while data loads

Empty

Upload CTA

Fetching more

Load more loading indicator

Zero docs

Download all disabled

Downstream dependencies

Content

Used by

Tender PDFs

In-depth analysis

Generated forms

Standard forms export

Edited DOCX

Submission package

Metadata

Required documents tracking

Folders

Final ZIP structure

live and collaboration

Teammates may upload concurrently — refresh list if counts look stale. Deleting a file someone has open in editor shows toast and redirect for them.

Edge cases

Situation

Action

Upload fails size limit

Split or compress per policy

Wrong file in folder

Move via context menu

Merge fails

Check page selection

Missing notice sync

Manual upload; check notice documents

FAQ

Notice documents auto-appear?

Notice-backed pursuits sync authority files — still verify completeness.

Can guests upload?

No — team members only.

Version control?

Use save as / rename — no git-style history in library.

Pick document from library in requirement detail.

Download all password?

ZIP unencrypted unless you encrypt offline.

Construction forms location?

Exported to library folders per profile rules.

  • Document editor

  • Required documents

  • In-depth analysis — create

  • Construction standard forms

  • Final checkup

  • First pursuit workflow