Setting the Order of PDF documents in a PDF Archive

To set the order of PDF documents when generating a PDF archive:

  1. Navigate to the Generate Document Archive Page
  2. From the Generate Document Archive page, select your required documents and select the Generate PDF Archive button.

    A Generate PDF Archive dialog box displays.

  3. In the dialog box, select the Document Order... button.

    The dialog box changes to a Document Order dialog box.

    • By default, documents are ordered by organization.
    • All organizations working on the project display in this list, even if you did not select a document from an organization to include in the collated PDF. This is a project-level configuration and your print order will save across all draws.
    • Select the name of a Prime Subcontractor to expand the line so you can see a list of Sub-Tier Subcontractors.
    • Use the tabs at the top of the dialog box to order documents by organization, followed by document type.
  4. In the Document Order dialog box, you can:
    • Drag and drop each document row into your desired order.
    • Use the cog menu.
      1. Hover your cursor over the Print Order column for the document row.
      2. Select the cog menu to see a drop-down list of movement options.
      3. Select where you would like to move the document: to the top, up, down, or to the bottom.
    • Select a document number and manually type a new number in the field.
  5. Select the Document Type Order tab to choose the order documents will display under each organization in the collated PDF.
    • Use the same tools listed in Step 3 to arrange the listed documents in your preferred order.
    • Similar to listed organizations, this tab includes all document types available on the project, even if you did not select that document type for this archive. Your set order will save across all draws.
  6. Select the Save button.

    The dialog box closes and you return to the Generate PDF Archive dialog box.