Downloading and Exporting

Downloading and Exporting

Downloading Documents
To download a document:
  1. Open the project
  2. Open the document you want to download
  3. In the top right corner above the document, click 'Download Draft PDF'.
  4. The system will create a PDF and download it to your web browser's default location.


Default style settings for PDF file exports
Many style settings for document content can be customized and configured on the front end by Administrators and Procurement Officials. Other settings are set by default on the backend, and only changeable at the global level for your organization. This is to keep your documents consistent and ADA compliant.

Changes to Document Builder defaults may be made on the backend if required according to State of California policies or guidelines and provide documented evidence of requirement. This is to separate preferences from requirements, to ensure that documents are consistent, compliant, and accessible to the authors and readers.

The table below outlines the default style settings for PDF documents that are exported from Document Builder:

Default Style Settings for PDF Files exported from Document Builder

  1. File type export: PDF

  2. Font family: Arial Regular

  3. Font sizes:

    1. Document titles: 14pt

    2. Section headings: 14pt

    3. Body: 12pt

  4. Font colors:

    1. Black (#000000)

    2. Colors also customizable

  5. Line spacing: 1.5pt

  6. Lists of documents and sections within documents: Numbered lists with sub numbers enumerated as 1, 1.1, 1.2, etc.

  7. Letter case for titles:

    1. Document category (e.g. Attachment, Exhibit): Uppercase

    2. Document title, section title, subsection title: customizable by Admins

  8. Tables:

    1. Simple content (plain text, no paragraph or line breaks, no objects)

      1. Padding: 0

      2. Line spacing: 1.15

    2. Complex content (line or paragraph breaks, lists, images:

      1. Padding: 14

      2. Line spacing: 1.5



All users can download documents from Document Builder at any time. Documents will always download as PDF files.



    • Related Articles

    • Key Staff Forms

      Document Builder has a built-in automation for qualification/reference forms, so that you can collect information in a standardized way that will allow you to evaluate the qualifications and references for different job positions needed for what ...
    • Smart Fields: Variables and Dynamic References

      Types of Smart Fields There are two types of smart fields: variables and dynamic references. We refer to these fields as "Smart" because they automatically update any place they are inserted, if the source field is updated. To insert a smart field, ...
    • Formatting

      Document Builder has an online rich-text editor, which allows users to author and format original content online. The toolbar in the text editor contains all the tools you can use to write and format sections. The different tools are shown and ...
    • Recommendations

      The Recommendations feature enables organizations to apply their latest policies and template language to active projects. Follow these steps to make the most of the Recommendations feature: Administrators' Actions: Navigate to the Configuration ...
    • Track Changes

      Track changes is a feature allows you to track changes made to your solicitation documents. All users can see tracked changes. Admins, Owners, Editors: can accept and reject changes in any document section Guest Contributors: can accept and reject ...