There are two (2) methods to add attachments:
• One attachment at a time (+Add)
o Use this option when you only have one narrative attachment to upload and complete all the input selections during the upload process.
• Bulk uploads of multiple attachments (Upload & Add)
o Use this option when you have several attachments ready to upload. While you may complete the file search and selection process in one step, you must finalize the details of each upload (select the narrative type & status) to successfully save the proposal document.
Add a single Attachment:
1. Click the +Add button to open the Attachment window
2. Select an Attachment Type from the dropdown list
3. Select a Status (complete/incomplete)
4. If desired, you can also maintain the other fields in the attachment box, but these are not required.
a. Contact Name : person who should be contacted for questions about this file
b. Email Address: email for the person to be contacted
c. Phone Number: of the person to be contacted
d. Comments: use this field to put some reference note about the file or the contact person.
e. Description: may be used to describe the uploaded file.
5. Click the [Choose File] button to open your computer’s browse window
a. Browse to locate your attachment file
b. Click on the file to select it
c. Click the open button to complete the process
6. Click the Save button
7. The attachment appears in a numbered row on the Attachments screen and the count in the tab header increases.