Click My Files OR My Action Items on the main menu.
Click
next to document in list, click Select.
Note:
The Project's Home Page will display documents list with the next to document.
Go to step 3 of PROJECT HOME MENU below.
Attach a Related Document
When there are 10 or more items to select from a list, the 'Filter by'
box will display. 'How
to use Filter By'
Navigation - from Login Menu
Click My Files OR My Action Items on the main menu.
Click
next to document in list, click Select.
Note:
The Project's Home Page will display documents list with the next to document.
Go to step 3 of PROJECT HOME MENU below.
Navigation - from Project Home Menu
Click Project File, My Files, My Hidden Files OR My Action Items on the main menu.
Click
next to document in list, click Properties.
Note:
The Document Properties window will display.
Click Related Documents tab.
Click
next to Attach
a Related Document.
Click
to select document from your PC. Note:
If the
Browse button is disabled you do not have the authority to attach a related
document and will not be able to proceed further.
Enter
a File Name
in the 
that will mean something to the project..do not use
dates (e.g. ltr
subconsultant referral).
Select
Author from
the 
OR
under Other
enter another name in
that does not appear in the list in.
Enter
Description
of the document in the 
.
Select
1st Keyword
from the .
If applicable
select 2nd Keyword
from the .
Select
3rd/multiple Keywords
from the 
. Note:
To select multiple keywords, hold the 'ctrl' key & click required
keywords.
Click Respond or click Cancel to close window.
Navigation Buttons & Screen Items