
A. The Personnel tab:
o Click on the tab to navigate to this section of the proposal
o The parenthetical number indicates how many files have been uploaded to this tab
B. +Add button to open the attachment upload and details window
C. Upload & Add button to open the bulk attachment upload window
D. Numbered Attachment Row for each added upload.
o File column shows the name of the uploaded file
o Added By column displays the user id and timestamp of the person who last added/edited the row
o Person column displays the name of the proposal person
o Type column displays the attachment type
o Description: displays any text entered by the user in the Description field
E. Actions
o Details button opens the details window to allow editing of the upload & information in the row
o Trashcan icon: click the icon to delete the row – both details and upload.
F. Proposal footer actions:
o Back: click to navigate to the previous proposal screen
o Save: click to save the proposal and stay on the current screen.
o Save and Continue: click to save the proposal and navigate to the next screen.
o Close: click to close and exit the proposal.