Exporting documents during tender preparation
There maybe times when the project manager is on site and has a slow connection , iSpec allows exporting of certain documents to excel format to continue working offline and import back into iSpec when completed.
An internal user can export a document while the tender is still in preparation to work on headings or when the bids are opened to compare vendor submissions.
There are two ways to export documents from iSpec.
Option 1 Export from the project overview page
Open the vendor so that the user is on the project overview page.
Expand the documents section and click the Export documents link.
The documents will be listed with an icon indicating the formats that can be downloaded, MSWord or MSExcel formats.
If you would like to export a single document then click the relevant icon next to document you wish to export, this will automatically export the document
If you wish to export multiple documents then select the check box next to each document and click the link Export selected documents this will create a zip file and export all documents into 1 zip file.
A progress bar will show you when iSpec has exported the document and your browser will initiate the download.
Option 2 Export from within a document
If you wish to download the document you are working on you can do so directly from within the document by clicking the Export button this will export the current document to excel.
You can choose other documents in your tender by selecting from the quick document menu
, providing they have been set as exportable in the document types page they can be exported. If not the button will show.
You can choose other documents in your tender by selecting from the drop down list, when the document is opened you can then click Export to excel button.
Once the document are exported you can open the spreadsheet and work on the document, you can edit items that have been created in iSpec but you cannot create new items in the spreadsheet.
During preparation phase you can edit the following settings:
Once you have finished working on the document you can import the document back into iSpec, all current iSpec settings will be overwritten and replace with the settings in the document.
Note: if the document does not have the Export to excel link then the document type is not exportable for more information on exporting document types please the document types section.
