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

Suggested Prior Reading

Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs

Send RFQs - Attachments

Attachments are general types of file to be included with the RFQ such as specifications, blue prints, drawings or other documents.

Any type of file can be uploaded in the Attachments section. It can also be viewed or removed.

Attachments can be viewed by the Vendor or Subcontractor on the submit Quote form the Vendor or Subcontractor uses to respond to the request.

To add or delete Attachments
  1. Navigate to the Attachments section on the Send RFQ form (see Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs).

Depending on whether files have already been uploaded or not or the upload function was previously clicked, the box may appear slightly differently.

The following is how the box appears if no documents have been uploaded and the function has not yet been clicked:

The following is how the box appears if a document has been uploaded or the function previously clicked:

  1. To upload Attachments, see Send RFQ - Attachments - Upload.
  2. 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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