# Design This tab's main view allows access into the Drawings and Materials sections. The "meaty" part of the project - where details are being decided, materials are being considered, and continuous progress is being made on the "blueprints" - will be housed in this tab. Click on See All to enter into the Drawings and Materials sections.

## Drawings Within the Drawings section, users can decide how best to create Boards (or think of them as folders) to organize based on each project's needs. To begin uploading drawings or documents:

Your Board is now created and you're ready to start uploading.

In the pop-up window, name the file, tag if you'd like, and upload from your device, cloud, or file system.

Once the file is saved into the Board, clicking on it will open it within its own page.

Clicking the image of the PDF will open it in view-only mode. The task bar (side for the tablet view and bottom for mobile view) offer opportunities to interact with this file by: * mark-up - see Advanced Features to learn more * share - see Advanced Features to learn more * comment * designate it as the final version *User Tip: Making comments within the file keeps the communication tied specifically to that file. You can imagine that with a large number of items to keep track of, it'd be easy within a large message chain to get confused about what drawing is being discussed. Using the comment feature here is a good way to keep conversations focused and better understood.* ## Materials The Materials area houses three sub-sections: Material Selection, Moodboards, and Orders. From the main Design screen, clicking See All will take you to the menu of these sub-sections.

The Materials Selection section is robust so let's discuss Moodboards and Orders first. #### - Moodboards This sections is intended to provide a place for your materials to be shown together. Click into that section with See All.

Here is where you can upload images of your choice - photos of selections, documents where materials are shown together, etc. The + sign in the bottom right corner allows you to start the upload. In the pop-up you'll be asked to name the Moodboard, provide specifications, give a link if you have an online resource to share, add tags, and upload the image / file. The only required information is the name and image / file.

Hit Add Moodboard to save. Viewing the Moodboard by clicking on it opens up the board to mark up, comment, share, and rate similar to the other items uploaded to CollabMind.

#### - Orders Access Orders by scrolling to the bottom of the Materials section and hitting See All.

Your Orders will appear in a list form along with its status and date uploaded. The bottom right + sign is how to initiate a new upload. Name the Order, add a descripter and link if you'd like, and upload the file or image in the pop-up. Click Add Order.

Opening the order from the main Order list will bring up the usual menu options of marking-up, commenting, and sharing as well as giving the option to Change Status. Here you can designate the order as being reviewed (essentially saying the order has been reviewed and ready), paid, and delivered to site.

This staus will appear as a bubble within the item's detail view and in the Order list for quick viewing. *Tip: The GC will have access to this section and knowing what orders are final, and if they've been paid and / or delivered to site will be helpful information in the Build stage as well.* #### - Material Selection To enter the Material Selection area, click on See All.

This section is intended to act as a collaborative warehouse where Design Professionals and Clients are able to keep track of materials being considered and selected for the project. Any user is able to access and add information here. This section is useful for both the beginning phases of making decisions but will also be a resource for the Contractor to access those material decisions and resources to additional information about those materials. So as you enter the information also consider what would be helpful to know as the project progresses. Enter a new material by clicking on the + sign in the bottom right of the screen. A pop-up will appear.

There is opportunity for a lot of input in this pop-up. The only requirement is the name, but consider filling in as much as possible. * Specification is a great place to make note of size or finish * Link provides an easy one-click connection to the product's webpage * Tags are useful for filtering the options. See the Tags section in Advanced Features. * Set the Status as Pending on first upload and then change as the project flushes out. * Upload an image for easy viewing of the material on the main page. * Include a cost

Once an item is added you can click on it to be taken to its information page. Here the item can be rated with stars, marked-up, commented on, and shared. Clicking on the "Open in Browser" text will open the webpage for that item as entered in the upload.

To change the Status of an item, from the Material Selection grid, click on the 3 dots in the right hand corner of that item.

A pop-up will appear with a Change Status button. Click to access the options.

Once items are added, being able to sort and filter them will be useful for viewing how the items look together and decision making. Clicking on sort will allow you to view in order of date added, cost, or rating. Touch the text for how you want to sort the items and click Apply.

Filtering provides a few different ways to view the materials. You can see items by their status, their tag, or a combination of status and tags. Click Apply when your selection has been made and now only those items will appear in the grid.

In this example, the Approved items are showing - allowing the user to see how the items are coming together but also perhaps calling attention to where a final decision hasn't been made.

*Tip: If your project is extensive and has a lot of materials, you may want to consider deleting the rejected materials (3 dot menu on the item image) before construction starts just to make sure the Contractor doesn't get confused during construction. The sort by Approved option exists but we know how crazy construction sites can be!* --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://collabmind.gitbook.io/collabmind-docs/dream-design-build/design.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.