You can add a Required Document to show on all Projects in Administration. You can also as Project Specific Required Documents in the Project Briefcase.
On the top navigation menu, click Profile > Administration
On the left Administration menu, Click Required Documents
Fill out the required information
Enter Document Title
Attach File
Add Description
Click Add Required Documents
This document will not appear in the Breifcase > Required Documents folder of all Projects. From there, requests can be sent out to all Subcontractors to complete and return directly into the Project records
To edit an existing file
Click on the Edit button next to the desired Required document
Replace the file or edit the description, then click Update Required Document
To delete an existing file
Click the Delete button next to the desired Required Document to remove.
