Specification viewer

The Specifications module contains the published specifications that you can open in the specification viewer.

  • In the project menu, select Specifications.
  1. In the Specifications module, select the specification.
  2. To change the page transition or page layout, select View controls (View Controls), and then select an option.
  3. To use the pan mode, select Pan mode (Pan).

    4. —Or—

    To use the select mode, select Pan mode (Select).

  4. To open the previous or next specification based on the list when the current specification was opened, select Previous item icon (Previous) or Next item icon (Next) on the navigation toolbar.

    5. Previous item icon (Previous) and Next item icon (Next) are not available when you open the specification in a new tab.

  • In the Specifications module, select a different specification set in the Information panel, and then open the specification.
    • Specification set list

    —Or—

    Open a specification, and then select a different version in the Information panel.

    Version list
  1. Select Specification search (Search) on the toolbar, and then enter the search terms in the field.
  2. To apply a filter, select the checkbox:
    • Case sensitive: Find matches with the same capitalization.
    • Whole word: Find exact matches of the search term.

Changes to the specification are saved automatically if you navigate to another specification.

  1. In the Information panel, edit the information for the specification.

    2. The Section Code and Specification Section Name must each be unique in the specification set.

  2. Add assignments.
  3. Add courtesy copies.
  4. To set who has access to the specification, select Sharing icon (Sharing), and then select an option.
  5. Add links to records and files to the specification.
  6. Add annotations.

You can download specifications and their annotations with an optional cover sheet so that you can share them with your team members. If you select the As Builts option, you can include items that are linked to the visible annotations. When you select an annotation in the downloaded specification, the linked item is opened.

If the item is linked to a note annotation, select outside of the annotation to open the item.

Annotation link example

Opening a record that's linked to an annotation in the downloaded specification

The following linked items can be included in the ZIP folder for as-built specifications:

  • Linked Records: The default report is generated for each record or specification set and included in the Records folder.
  • Hyperlinked Designs & URLs: Linked drawings are included in the Drawings folder, and linked specifications are included in the Specifications folder.

    • You must select the linked specification as part of the download. Otherwise, the linked annotation isn't displayed in the downloaded specification, and the linked specification isn't included in the ZIP folder.

  • Files (Linked Files & Photos): The linked files are included in the Files folder.

If you want to download a large number of as-built specifications, you can use the project export feature. When the export is completed, you receive an email link to download it.

  1. Open the specification.
  2. To filter the annotations that appear in the downloaded specification, set the filters in the Layers panel.
  3. On the navigation toolbar, Download icon (Download).
  4. In the Download dialog, set the download options.
    • Content: Select the cover page.
    • Public Annotations: Include or exclude all public annotations.
    • Private Annotations: Include or exclude your private annotations.
    • As Builts: Include linked drawings, specifications, URLs, and files, as well as reports for linked records and specification sets.

      • If you only download one specification, its linked specifications aren't included.

    • File Name: Edit the file name.
  5. Select Download.
  6. To ensure that the linked annotations work in the downloaded specification, extract the files from the ZIP folder.
    7. Extract files

    Extracting files in File Explorer

  7. Open a specification in a PDF reader, and then select an annotation to open the linked item.

    8. If a security warning is displayed in Adobe Acrobat Reader, select Allow.

    Security warning for link

    Security warning

    If you open the downloaded specification in a browser, the annotation links don't work.

  1. In the Specifications module, select the checkboxes for the specifications.
  2. On the navigation toolbar, Download icon (Download).
  3. In the Download dialog, set the download options.
    • Content: Select the cover page.
    • Public Annotations: Include or exclude all public annotations.
    • Private Annotations: Include or exclude your private annotations.
    • As Builts: Include linked drawings, specifications, URLs, and files, as well as reports for linked records and specification sets.
    • Download As: Download one .pdf file with all the specifications, or download a .pdf file for each specification. If the As Builts toggle is on, the files are downloaded in a ZIP folder.
    • File Name: Edit the file name.
  4. Select Download.
  5. To ensure that the linked annotations work in the downloaded specification, extract the files from the ZIP folder.
    6. Extract files

    Extracting files in File Explorer

  6. Open a specification in a PDF reader, and then select an annotation to open the linked item.

    7. If a security warning is displayed in Adobe Acrobat Reader, select Allow.

    Security warning for link

    Security warning

    If you open the downloaded specification in a browser, the annotation links don't work.

When you delete a specification, it's also deleted from the specification set.

  1. To switch to the Select mode, select the checkbox for a specification.
  2. To choose more specifications, select each one.

    3. —Or—

    To choose all the specifications, select the checkbox on the toolbar.

    Select all checkbox
  3. Select More icon (More) > Delete Selected Records.

To delete one specification, you can also:

  • Select More icon (More) > Remove on the specification.
  • Open the specification, and then select More icon (More) > Delete on the navigation toolbar.