The Project Documents section provides a centralized system for creating, managing, reviewing, and transmitting project documentation in Stackd. It supports document control features such as templates, revisions, digital signing via ConsignO, transmittals, and version history.
Add Documents to Project
To Create a New Document
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Create” beside the “Documents” heading
- Select the appropriate document type from the dropdown
- Addendum
- Assessment Report
- Certificate of Payment
- Change Directive
- Change Order
- Contemplated Change Notice
- Design Check Sheet
- Drawing
- Field Review
- Independent Review
- Letter
- Memo
- Proposal
- Request for Information
- Schedule
- Scope Change Request/Notice
- Site Instruction
Available document types include:
Memo documents created here do not connect to the Memos module
Some document types (bolded above) can be populated from templates. See Templates for more information.
- Complete all required and applicable fields
- Click “Save Changes” to create a draft
- From draft status, documents can be previewed, saved as templates (where supported), sent for review, digitally signed, or completed
Document status updates automatically based on draft, completion (white), and transmittal state.
Refer to the legend in the top right above the table.
- Click on the document to open the document slide-over panel. Click “More Actions and select “Reviews”, “Create Revision”, “Save as Template”, or “Sign Document with ConsignO”
To Create an Addendum
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Create” next to the “Documents” heading
- Select “Addendum”
Addendums can be populated from a template.
- Complete document fields including “Author”, “Contact”, “Title”, and content
- Click “Save Changes” to create a draft
- Upload PDF attachments using the attachment field
In draft form, the Addendum can be sent to users in Stackd for Review, saved as a template, configured for digital signatures through ConsignO, previewed, or completed.
- Click “More Actions” and select “PDF Options” choose between Default Signature and Placeholder for Seal
A signature selection is required before completing a Addendum.
- Click “Complete”
From “More Actions” you can:
- Sign the document with ConsignO by selecting “Sign Document with ConsignO”
- Save a template by selecting “Save as Template”
- This will open a slide-over panel to confirm the template name.
Draft or complete Addendum documents can be previewed in a PDF by pressing “CTRL+click” on the document or by selecting View PDF within the document slide-over panel.
To Create an Assessment Report
- Assessment Reports follow the standard document workflow and support structured sections
Assessment Reports can be populated from a template.
- Include a cover page, certification paragraph, executive summary, general report content, image upload field and conclusion (optional)
When a Conclusion is not included within a Assessment Report the section will not be included on the PDF.
Image files supported include (.jpeg, .heic, and .png).
To Create a Certificate of Payment
- Certificates of Payment follow the standard document workflow and support digital signing where applicable.
- Enter required content into fields and attach PDF files
To Create a Change Directive
- Change Directives follow the standard document workflow
- Enter required content into fields and attach PDF files
To Create a Change Order
- Change Orders follow the standard document workflow
- Enter required content into fields and attach PDF files
To Create a Contemplated Change Notice
- Contemplated Change Notices follow the standard document workflow
- Enter required content into fields and attach PDF files
To Create a Design Check Sheet
- Design Check Sheets follow the standard document workflow
- Enter required content into input fields and attach PDF files
Design Check Sheets require input from a Designer and a Checking Engineer.
Action items may be generated for Designers and must be completed before finalizing the document.
To Add a Drawing Package to Documents
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Create” next to the “Documents” heading
- Select “Drawing”
- Select the “Status” from the dropdown list
- Select PDF Attachments from the dropdown list or Drag n drop
- Click “Sign” to digitally seal drawings using ConsignO
- Select the “Signature Certificate” and “Template” from the dropdown list
- Click “Sign”
- Click “Save & Complete”
To Create a Field Review
- Field Reviews follow the standard document workflow
- Enter required content into fields and attach images and PDF files
Field Reviews can be populated from a template.
- Add deficiencies in the “Deficiency List”
Images can be connected to deficiencies after selecting “Save Changes”.
When Field Reviews are Completed, all deficiencies can be tracked within the “Deficiencies” section.
To Create an Independent Review
- Independent Reviews follow the standard document workflow
- Enter required content into fields and attach PDF files
- Or a fillable Independent Review PDF form can be populated using Prefilled Templates
Independent Reviews can be populated from a template.
Completing an Independent Review will update the I.R. column in the Projects list.
The “Type” is automatically input from the project risk assessment.
Type 1:
The “Reviewer” dropdown list will include all personnel designated as Engineer of Record, this can be managed from Manage Roles & Permissions.
Type 2:
The “Reviewer” dropdown will include all contacts in Stackd.
To Create a Letter
- Letters follow the standard document workflow
- Enter required content into fields and attach Images and/or PDF files
Letters can be populated from a template.
To Create a Memo
- Memo follow the standard document workflow
- Enter required content into fields and attach PDF files
Memos can be populated from a template.
Memos created within Project Documents do not connect to the Memos module.
To Create a Proposal
- Proposals use a modular structure where sections can be added as needed
- Enter required content into fields
Proposals can be populated from a template.
Changing project specific rates in the Project Actions Bar must be done prior to proposal creation in order to reflect these changes.
- The following sections can be added within a fee proposal:
- Schedule - list of project stages, their duration and submittals
- Scope of Services - list organized by phase
- Custom services can be input or standard services can be selected using the “Add From List” button → refer to Proposal Configuration
- Assumptions - list
- Exclusions - list
- Rate Schedule - list of rate categories and their rates
- Fixed Fees - list
- Hourly Fees - list
- Unit Rate Fees - list with quantities
- Expenses - list
- Sub-consultant Fees
- Fee Summary
Project phases can be excluded from the fee proposal by clicking “More Actions” and selecting “Phases”.
Phase aliases can also be set in this section.
Personnel Rates can be excluded from the fee proposal by clicking “More Actions” and selecting “Personnel Rates”.
Personnel Rate aliases can also be set in this section.
- Durations for each scope of service item assigned in “Hourly Fees” can be used to estimate fees for personnel
- Each section can be in the Proposal PDF and/or the Breakdown PDF by selecting the desired location(s)
- The Proposal document includes both a Proposal PDF and the Breakdown PDF
- To view the Proposal PDF select “Preview PDF” and to view the breakdown select “Preview Breakdown PDF” under “More Actions”
- Prepend and append for each section can be viewed and modified by clicking “Wording” and selecting the applicable section
- Click the ellipsis icon beside any section header to provide options to Rename, Move Up, Move Down, Edit Prepend Wording, Edit Append Wording, Delete, Exclude from Proposal PDF, and Include in Breakdown PDF
- A draft proposal can be sent for review by clicking “More Actions” and selecting “Reviews”
Draft and completed Proposals can be saved as a template.
- When sending a Proposal by Transmittal, the Proposal PDF and Breakdown PDF can be attached as separate PDF packages → see Add Transmittal to Project
To Create a Request for Information
- Request for Information (RFI) follow the standard document workflow
- Enter required content into fields and attach Images and PDF files
A “Completed” RFI will show in the “Document” section as “Awaiting Response”
Select the RFI to attach responses through the slide-over panel before closing.
To Add a Schedule
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Create” next to the “Documents” heading
- Select “Schedule”
- Select the Letter of Assurance “Type” from the dropdown
- Upload the signed and sealed document into the upload field by dragging and dropping or generate a letter of assurance from a “Prefilled Template”
- Using “Generate from Template”, to sign and seal click “Sign”
A “Signature Certificate” and Template” must be selected in order to sign.
Transmitting or marking as sent will update the LOA column in the Projects list.
To Create a Prefilled Template
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Prefilled Templates” next to the “Documents” heading
- Select the template from the dropdown
- A pre-populated fillable PDF will open in a new browser window
- Fill in all required fields
- Click “Save Changes”
Filtering Documents
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Filters” next to the “Documents” heading
Add Documents Received to Project
- Navigate to “Projects”
- Select the project you want to open from the project list
- Click “Add Document” next to the “Documents Received” heading
- Enter all information in the required fields
To modify the “Type” dropdown options see Lists.
- Upload the received file(s) to the PDF drop zone
- Click “Save Changes”
- To view the files click on the row to enter the Received Document slide-over panel and select the icon shown below