Documents
- Last UpdatedApr 08, 2024
- 3 minute read
Documents added to this area can be viewed by the contracting company. It should be used for documents related to your company, not for documents related for example to specific tenders or contracts.
Add a document
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Click the
icon in the top-right of the page to open the User menu.
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Click Documents.
The Documents page is displayed.
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Click Add.
The Add Document page is displayed.
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Click Browse to locate the document you want to add.
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Change the name of the document in the Name field if required.
Note Fields marked with an asterisk
are required.
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Click Save.
A warning message is displayed.
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Click OK.
The document is uploaded and a confirmation message is displayed.
Download a document
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Click the
icon in the top-right of the page to open the User menu.
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Click Documents.
The Documents page is displayed.
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Click the document you want to download.
The File Details page is displayed.
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From the
Actions menu, click Download.
A message is displayed asking you to open or save the document:
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Click Open to open the document in a new browser window.
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Click Save to save a copy to your computer.
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Note If you experience problems downloading documents, see Troubleshooting for more information.
Rename a document
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Click the
icon in the top-right of the page to open the User menu.
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Click Documents.
The Documents page is displayed.
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Click the document you want to rename.
The File Details page is displayed.
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From the
Actions menu, click Rename.
The Rename File page is displayed.
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Enter the New Name.
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Click Save.
A confirmation message is displayed.
Replace a document
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Click the
icon in the top-right of the page to open the User menu.
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Click Documents.
The Documents page is displayed.
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Click the document you want to replace.
The File Details page is displayed.
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From the
Actions menu, click Replace.
The Replace File page is displayed.
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Click Browse and select the replacement document.
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Click Save.
A warning message is displayed.
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Click OK.
The new document replaces the original on the Documents page and a confirmation message is displayed.
Delete a document
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Click the
icon in the top-right of the page to open the User menu.
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Click Documents.
The Documents page is displayed.
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Click the document you want to delete.
The File Details page is displayed.
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From the
Actions menu, click Delete.
A warning message is displayed.
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Click OK.
A confirmation message is displayed.