[Doug McLean]

the easiest way might be to open a blank PDF and then attach the Profiles and Tool sets you want to that PDF. Then simply save it on a OneDrive or email it to yourself.
you could also just drop the Profiles and Tool Sets into your OneDrive or other cloud based access.

[Doug McLean]

Yes, most of them are the same.

They will go to a specific sub folder within our Estimate folder.

Everything is consistent. Everything is all contained within the same parent folder.

[Doug McLean]

I’ve had this issue with Spaces, but never Area.

[Doug McLean]

David,

Have you tried using Power Query to do your data washing?

[Doug McLean]

Cool. I’m going to remember that

[Doug McLean]

I’ve used this and it works very well.
Spaces is also great for defining an elevation.

[Doug McLean]

One thing I also do is add a note using the Headers and Footer’s option that tells me what drawing package its from.
Nothing crazy, just something like Bid Set or Addendum X
It also gives me another Tag for the set in a consistent location.

[Doug McLean]

Try adding an action using the Forms panel.

Once your button is selected, open you Properties Tab and scroll down. Right at the bottom should be a place where you can add an action.

[Doug McLean]

most times you don’t need too, however there are times when a drawing has been skewed and the x and y scales are different.
I’ve also heard that Civil plans can be sent this way.

[Doug McLean]

well, its a great way to start…. and I always do a quick double check once I need to start doing markups.

[Doug McLean]

Power Query is a function within Excel. If you have O365 you’ll find it under the Data tab. Get and Transform.
Power Query is a way to ‘wash’ your data in ways that Excel Formula’s can’t do. Its also REALLY good when you have to repeat various steps as new data becomes available.
I would recommend watching a few YouTube videos on the subject first before trying it.