Uploading Backup Documents
To upload a file to the Attachments page:
- Navigate to the Attachments Page
Navigate to the Attachments page from links on the following pages:
- Draw Home
- View Draw Request
- View Lien Waiver Status
- Manage Invoices
- Sign Documents
- From the Attachments page, choose the Add... button.
An Upload Invoice Attachments dialog box displays.
- In the dialog box, select a contract from the drop-down list.
- Select a draw from the drop-down list.
- Select the ellipses (...) button and choose a file to upload. You can choose to upload either one or several documents.
- (Optional) Select the Classified option to classify the document.
Selecting the Classified option classifies all documents uploaded to the dialog box.
Note: Only a user with the Manage Classified Attachments permission can view, declassify, or delete a classified file.
- Enter a description for the document.
This description applies to all documents uploaded to the dialog box.
- Select the Upload button.
- Choose Submit.
The file appears name displays in the table on the Attachments page.
Tip
A file must be uploaded separately for each draw. If a document covers two draws, it must be uploaded twice. You can use the draw drop-down in the Upload Invoice Attachments dialog box to to change the draw.
Last Published Wednesday, July 10, 2024