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671 views, 1 edit(s), 4118 characters(s) Page last modified 09:09, 31 Jul 2012 by contentconnector

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Attaching an Alternate

Table of contents

1. Create a New Attachment
2. Add an Alternate to an Existing Attachment

To attach an alternate:

Navigate to: Bid ManagementAlternates.
Select the appropriate Project.
Select the Alternate you want to attach.
Click Attach.
- The Attach Alternate window opens.
Create an attachment or add the selected Alternate to an existing attachment per the following steps.

Create a New Attachment

To create an attachment:

Select Create a new Attachment.
Click Save.
- The Create New Attachment window opens.
Fill out the appropriate information on the form.
Click Select to select the documents to link from the Primary Item Linked Documents field.
- The document selection pop-up window opens.
Select the Document Type from the drop-down.
Select the appropriate documents.
- Repeat Steps 5 and 6 until you finish adding all documents.
Click Close.
- The document selection pop-up window closes.
Select the Recipients.
Click Save/Close.

Add an Alternate to an Existing Attachment

To add an alternate to an existing attachment:

Select Add the Alternate to existing Attachment.
Select a project attachment listed in the log or filter to locate an Attachment.
Click Save.

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