Add a File to a Payment Application

You can add files related to your payment applications, including scanned agreements, blueprints, pictures, or any other important documentation.

To add a file to a payment application:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Contracts and Commitments, and select Payment Applications.
  3. In the table, select the payment application to which you want to add the file.
  4. On the Payment Application Details page, select the Files tab.
  5. On the Files tab, select Add.
  6. In the Add File dialog box, in the Select Folder section, select a folder in the project library.
  7. In the File field, select a file.
  8. Select Upload.