Send RFQ - Attachments - Upload

Suggested Prior Reading

Change Request - Schedule of Values - Bulk Actions - Send RFQs - Attachments

To Upload Attachments

  1. If no documents have been uploaded and the function has not yet been clicked, click anywhere within the box to invoke the upload.

OR

If a document has been uploaded or the function previously clicked, click on the click here to upload text to invoke the upload.

  1. Select one or more files to upload:
    Click on a File and click open to select it (as shown in step 1)
    OR
    Double Click on a File to select it
    OR
    Select multiple files by holding down the Shift button or CTRL button and clicking on the Files and then selecting Open
    OR
    Drag and drop files into the Files box either a single file or multiple files

Note* Directly after an upload but before the information is saved, the Files can't be viewed (they can be deleted) but not viewed until after the RFQ has been Created and Saved.

  1. To delete Attachments, see Send RFQ - Attachments - Delete.

Next Steps

Maintain Requests (add, edit or delete), see Change Request - Schedule of Values - Bulk Actions - Send RFQs - Maintain Requests.


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