Documents

In the Documents tab, you can upload all the relevant documents.

The list of documents can be filtered using the filter drop-down field. Note that the filtering is done using the optional Document Type field that users set when they upload files.

To modify or delete an attached document, click in the Actions menu and select the required action.

To add a document to the proposal:

1. Click Proposals in the application menu and open the required proposal.
2. Click the Documents tab.
3. Click to upload a document.
   • Click and select the file that you would like to upload
   • Enter optional file information if needed. In the optional file information fields, note that the Document Type is only used for filtering purposes.
4. Click to attach a link.
   • Enter a Link, as well as any additional information in the optional information fields. Note that the Document Type is only used for filtering purposes.
5. Click Save.

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