How to add your knowledge

Attaching to another Document

    To attach to another document:

    1. Navigate to: Cost Management or ContractorsPay Apps.
    2. Select the Payment Application you want to attach.
    3. Click Bind.
      • The Bind Pay App window opens.
    4. Create a binder or add the selected Pay App to an existing binder per the following steps.

    Adding the Pay App to an Existing Binder

    To add the Pay App to an existing binder:

    1. Select Add the Pay App to existing Attachment.
    2. Select the Attachment.
    3. Click Save.

    Creating a New Binder

    To create a binder:

    1. Select Create a new Binder.
    2. Click the Save button.
      • The Create New Binder window opens.
    3. Fill out the appropriate information on the binder detail page.
    4. Click Select next to Linked Documents to add documentation.
    5. To choose the recipients of the binder, click Select or Groups next to the Recipient(s) box.
    6. Click the Save/Close button.
      • You return to the Binders log. Continue creating/editing binders or navigate back to Pay Apps.