RFQ - View/Edit - Attachments - View Only

Updated 2 days ago by Customer Service

Suggested Prior Reading

RFQ - View/Edit - Attachments

View Files

Files uploaded as attachments for RFQs, can be viewed only after the RFQ has been created and sent OR after the RFQ has been saved (if a File is uploaded as an attachment in this session and is not yet saved, it can not be viewed).

For some type of Files, the item can be clicked on to view it (for example graphics that can be viewed in a web browser).

For other types of Files such as, PDFs the file can be viewed directly within JobPlanner with a built-in viewer.

For other types of Files such as word documents, excel spreadsheets, powerpoint files etc. they need to be downloaded and then viewed using their native application.

The Status of the RFQ indicates whether or not the RFQ can be edited (including maintaining Attachments). This is help for viewing Attachments when they can not be maintained (uploaded or downloaded) (see RFQ - Status for more information).

To view Files:

1. Click on an item to view it (if it can be opened in a web browser). See Graphics Viewer. (If it can't be viewed in a web browser, nothing will happen when clicking on it).
   OR
   Hover on the item.
   The options available for that type of file display in the upper right corner of the file, either OR .
   1. If there is a View button, click on it to view the file in JobPlanner with the built in viewer.
      The Built In Viewer displays, see PDF Viewer for more information.

      

   OR
   1. Click on the download button.
      The File Explorer Save As window displays.

      

      1. Change the Location if required
      2. Change the File Name if required
      3. Save the File.
         It can then be viewed from its Native application.
2. Click the Close button to close the RFQ - View/Edit form.

Click here for more information on the Close function.

If no information was changed or entered, the list the function was invoked from displays, see Next Steps below.

If information was changed, then an additional prompt displays indicating there were changes and there are additional prompts on what to do.



Click the Cancel button to cancel the Close action and return to the RFQ - View/Edit form (see the steps above)
OR
Click the Don't Save button to cancel changes to the RFQ. The list the was invoked from displays, see Next Steps below.
OR
Click the Save button to save the RFQ. The list the function was invoked from displays, see Next Steps below.

More Information

To view or edit General RFQ information, see RFQ - View/Edit - General Information.

To view or update Responses (if available for that Status), see RFQ - View/Edit - Response.

Next Steps

The list the View/Edit was invoked from displays.

• If it was invoked from the Change Request - View/Edit form via the RFQs component, see Change Request Specific RFQs - Overview.
• If it was invoked from the Change Requests on the Project Navigation Menu and via the RFQs in the Lists Navigation Menu, see Change Requests - List of all RFQs - Overview.

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