You can add a document to your folders directly from the Submittal Package tab. On the Documents section toolbar, press the "Upload Document" button (see picture below). This process is identical to adding a document in your Docs & Folders tab.

  1. Choose which folder you want it to go in (one of your own folders - this must be created in the Docs & Folders area)
  2. Give the document a name (required)
  3. Give the document a description (required)
  4. Give the document a search name (at least 1) - this is the name the system should be looking for when it tries to Suggest documents for you from this folder. This may be the same as the document name, or it may be nomenclature. (required)
  5. Browse and find the file from your system.

To add the document, press "Upload Document". The system will add the document permanently to the appropriate folder and display the document for you in the Documents section for viewing or adding to your package.

To view a quick video demonstration of how to upload a document go here: Upload Document