Specification viewer

The Specifications module is only available in North America.

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

To open the Specifications module

In the project menu, select Specifications.

To open a specification in the specification viewer

In the Specifications module, select the specification.
To change the page transition or page layout, select (View Controls), and then select an option.
To use the pan mode, select (Pan).

—Or—

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

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

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

To open a different revision of a specification

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

—Or—

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

To search within a specification

Select (Search) on the toolbar, and then enter the search terms in the field.
To apply a filter, select the checkbox:

Case sensitive: Find matches with the same capitalization.
Whole word: Find exact matches of the search term.

Editing specifications

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

To edit a specification

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

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

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

Downloading specifications

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.

Example

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

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. In the downloaded specification, you can select the annotation to open the linked drawing, model, specification, or URL.

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.

To download a single specification

Open the specification.
To filter the annotations that appear in the downloaded specification, set the filters in the Layers panel.
On the navigation toolbar, (Download).
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, models, 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.

Select Download.
To ensure that the linked annotations work in the downloaded specification, extract the files from the ZIP folder.

Example

Extracting files in File Explorer

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

Tip

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

Security warning

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

To download multiple specifications

In the Specifications module, select the checkboxes for the specifications.
On the navigation toolbar, (Download).
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, models,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.

Select Download.
To ensure that the linked annotations work in the downloaded specification, extract the files from the ZIP folder.

Example

Extracting files in File Explorer

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

Tip

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

Security warning

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

Deleting specifications

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

To delete a specification

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

—Or—

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

Select (More) > Delete Selected Records.

Tip

To delete one specification, you can also:

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

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Specification viewer