How do I add, edit, and delete a required Document?

You can add a Required Document to show on all Projects in Administration. You can also as Project Specific Required Documents in the Project Breifcase.

On the top navigation menu, click Profile > Administration

On the left Administration menu, Click Required Documents

Fill out the required information

• Enter Document Title
• Attach File
• Add Description
• Click Add Required Documents

This document will not appear in the Breifcase > Required Documents folder of all Projects. From there, requests can be sent out to all Subcontractors to complete and return directly into the Project records

To edit an existing file

Click on the Edit button next to the desired Required document

Replace the file or edit the description, then click Update Required Document

To delete an existing file

Click the Delete button next to the desired Required Document to remove.