Upload documents

You can upload documents for the managing company to support submittals for self-performing work or when the subcontractor or vendor sends you documents outside of the Document system.

Step by Step — Upload documents to a submittal

Managing companies can upload documents for submittals.

  1. From the submittal's Deliverables tab (or the Documents tab if your project does not use deliverables), click the icon in the Documents column.

    The Documents page opens.

  2. Click the Add icon, and then select Single item.

    The New document Detail page opens.

  3. Enter the document information and attach the files.

  4. Click Save. The documents are uploaded to the deliverable.