You are here:KC Proposal Development 6.0 > Attachments > Proposal Attachments Tab:

Upload and Add Bulk Proposal Attachments

1.  Click the Upload&Add button to open your computer’s Browse window

a.  Browse to locate the folder with your target attachment files

b.  Use the appropriate multi-click option for your computer (ex. Ctrl-click for PC vs Command-click for Mac) to select the files.

c.  Click the open button to begin the upload process. (‘uploading…’ appears beside the button until all the files have been added. This process can take a few moments when a large group is selected.)

2.  The files are saved to Attachments and must now be maintained with Type and Status selections.

a.  Click on the down-arrow in the Type field to see the available options; select a value for this file.

b.  Click the down-arrow in the Status field to see the options; select either complete or incomplete.

c.  Repeat for each of the uploaded files; every added attachment must have the Type and Status maintained to successfully save the proposal.

d.  You may use the Details button on each file row to make the selections.

3.  Use the Save button in the proposal footer to save your changes.