# Set up a workspace

> Put a bid's drawings in a workspace, check the sheet names, share it with your team and load addenda later.

Source: https://automatedconstruction.io/tidy/docs/guides/set-up-a-workspace
Section: How to use Tidy

## Create the workspace

1. Click **New workspace**. It is on the **Workspaces** page, on a bid's **Files** tab, and in a bid's right-click menu.
2. Pick the project. If the bid is not in Tidy yet, choose **Add new opportunity**.
3. Tick the drawing PDFs, or drop a new PDF in the box.
4. Change the **Name** if you like. It starts as the drawing's file name.
5. Click **Create workspace**.

You land inside it. Tidy reads each page's sheet number and title from the title blocks. On a big set a "Reading sheet names" notice shows progress.

> [!tip]
> One workspace per trade or discipline keeps things fast and easy to share, for example "Architectural" and "Reflected ceiling plans". When the Tidy agent sets up a set, it does exactly that.

## Check the sheets

1. Open the drawer on the right and pick the **Sheets** tab.
2. Scan the numbers and titles. Double-click one to fix it. Your fix is never overwritten.
3. Delete sheets you do not need, such as cover sheets for a trade that is not yours. They are only hidden, and **Restore** brings them back.

## Set the scale on many sheets

1. Click **Sheets** at the top left of the drawing to open the grid.
2. Select the sheets that share a scale (or **Select all sheets**).
3. Click **Set scale**, choose the preset and apply.

## Share it

1. Click **Share** in the top bar.
2. On **Internal members**, add teammates as **Can edit** or **View only**.
3. Admins can tick **All company** to give everyone access.

## Load an addendum

1. Upload the new drawings to the bid's **Files** tab.
2. In the workspace, open the **Add** menu beside the Sheets search and choose **Upload revised sheets...**.
3. Pick the new file. Matching sheets move to the new version with their markups. New pages are added.
4. Check the **Review** tab for markups to confirm, and use **Compare** and **Quantity changes** to see what moved.

## Ask the agent

"Set up workspaces for the drawings on this bid." The agent groups the set by discipline, names the workspaces and reads the sheets. It asks you before it creates anything.

## Related

- [Workspaces](https://automatedconstruction.io/tidy/docs/features/workspaces)
- [Run a takeoff](https://automatedconstruction.io/tidy/docs/guides/run-a-takeoff)