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Workflow — Step 1 of 6

Start every project from one document set.

Drag in plans, specs, addenda, and bid forms. Consight indexes every page, detects revisions, and gets the whole set ready for scope generation while uploads are still running.

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Upload Documents

Get every plan, spec, and bid form into one organized workspace

  • Drag and drop plans, specs, and addenda
  • Bulk uploads with no page or file-size limits
  • Automatic revision detection on re-uploads
  • Folder tree for bids, packages, and documents
  • Every page indexed and searchable
  • BuildingConnected documents sync in
  • Connie answers while files are still processing
  • Sheet-level status for every document
  • Ready for scope generation in minutes

Files workspace

One home for project documents, bids, and bid packages

Browse the full project through a folder tree, open any document directly from the Files tab, and jump from search straight to the project or bid package it belongs to.

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Structural steel bid form

  • Revision detection

    When an upload looks like a revision of an existing sheet, Consight flags it and asks you to confirm uncertain matches, so nothing gets silently replaced.

    Typing a scope line item for metal stud framing directly into a Consight scope sheet

  • Ask Connie about your documents

    Search across plans, specs, and bids from one assistant. Connie can answer from files that are ready while the rest continue processing.

    Sharing a Consight scope sheet with teammates by email or exporting it to Excel

Up next — Step 2 of 6

Build scope straight from your bid set

Consight reads the documents you just uploaded and drafts bid packages, scopes of work, and bid forms.

Document upload questions

What files can I upload to Consight?

Plans, specifications, addenda and bid forms, in bulk. There are no page or file-size limits.

What happens when I upload a revised drawing?

Consight detects when an upload looks like a revision of an existing sheet and asks you to confirm uncertain matches, so nothing is silently replaced.

How are project documents organized?

Every project gets a Files workspace with a folder tree for documents, bids and bid packages. Every page is indexed and searchable, and search results open the project or package they belong to.

Can I ask questions about documents before processing finishes?

Yes. Connie, Consight's AI assistant, can answer questions about your documents while files are still processing.

Do BuildingConnected documents come in automatically?

Yes. Documents from BuildingConnected sync into Consight, so you don't have to download and re-upload the bid set.

How long until I can generate scope?

Most document sets are ready for scope generation within minutes of upload, and you can track the status of every sheet as it processes.
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