When you are assigned to a project, depending on the type of work you will find document requests on your dashboard.
1. To upload a mandatory requested project document, click on the ‘Click Here’ (1) button beside each document you want to upload.
2. On the upload page fill in the details.
a) If the file has a valid from date you can enter it here. (1)
b) If the file has an expiry you can enter it here. (2)
c) If there is no expiry of the document this check box must be selected. (3)
d) This will be the default to the document you selected to upload. (4)
e) This will be the default project for the document you selected to upload. (5)
f) Add a comment if required. (6)
g) Drag the file here or click it to select from your computer. (7) You will be able to upload multiple files for a document request on your dashboard.
h) Click ‘Upload’. (8)
Note: You can upload up to 20 files for a document request, but their total size should not exceed 60MB.
3. Optional Project Document Request (2) can be dismissed by going to ‘Click Here’ and selecting the ‘Dismiss’ button. A comment must be entered as reason for dismissing this document category.
The ‘Dismiss’ button will only be visible on the optional project document request upload page.
Note: If you dismiss the document request, the dashboard alert will no longer be present.