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Uploading and Configuring Project Drawings

Learn how to upload and configure project drawings within INGENIOUS.BUILD.

Overview

The Drawings module in INGENIOUS.BUILD allows for efficient drawing uploads, organization, version tracking, and sharing. Collaborators can upload new drawings, revisions, or draft sets. While there is no formal approval workflow for drawings (like RFIs or Submittals), you can still share files with clients or internal project members through the Documents module or by attaching them to other items.

Step 1: Uploading Drawings

  1. Navigate to the Drawings module from the left-hand project menu.

  2. Click + Add New Drawings to open the slide-out panel.

  3. Select one of the following:

    1. New Current Set – For a completely new drawing set.

    2. Revision to Existing Current Set – For updated versions of drawings already uploaded.

    3. New Draft Set – For drawings still being finalized.

  4.  Enter a Set Name (e.g., “Testing Demo”), select a Category, and upload your drawing set by clicking Add Files.
  5. Click Upload.

Tip: Upload a multi-page PDF whenever possible (merge separate files beforehand).

Step 2: Configuring Drawings (OCR Setup)

  1. After uploading, the set will appear in the Pending Uploads.

  2. Click the Configure button next to the set.

  3. Use the Select Region tool to highlight:

    1. Sheet Number

    2. Sheet Title

  4.  Confirm your selections by clicking the Save and Process Set button 
  5. The set will appear in Pending Uploads again. Once processed, click the Review Results button.
  6. Review the auto-extracted details and adjust if needed.
  7. Click Approve Results to complete configuration.
    1. If you'd like to try to reconfigure your Page Numbers and Sheet Names, click the Reconfigure button

Step 3: Reviewing and Managing Drawings

  • Sheets – List of uploaded drawings.

  • Versions – Formerly called “Revisions,” stores historical versions.

  • Annotations – Manage markups and notes.

  • Details – Edit set status, name, address, issue date, and category.

  • Timeline – Tracks actions and revisions.

Editing Permissions: Only users from the workspace that uploaded the set can add revisions or make edits.

Sharing Drawings

Since the Drawings module does not include a formal submission workflow, you’ll need to download any sheets you want to share, then re-upload them into the Project Documents module before sending them to other users.
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  1. From the Drawings module, download the sheet(s) you want to share.

  2. Go to the Project Documents module.

  3. Click Add New Drive and name the folder appropriately.

  4. Open the folder you just created and click Upload

  5. Wait for the upload to finish — you’ll see a green success message at the top of the page when it's done.

  6. Share the Project Document Drive with others by clicking the plus sign at the top of the specific project drive page, or the plus sign on the list of project drives on the Project Documents page.

  7. Enter the email address of the person you want to share it with.

  8. Click Save. That’s it — the file is now shared.

 

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