Internal Attachments

 

Figure 209 Internal Attachments Section

Table 81  Internal Attachments Section – Column Descriptions

Field

Description

Posted Timestamp

The exact date/time that the attachment was uploaded to the system.

Uploaded By

The name of the individual who added the document.

Attachment Type

Select  from the list.

Description

Name the attachment you are uploading beyond merely the type.

File Name

The file name and path of the file you are uploading.  Click [browse] to locate and select the file.

You must click the [add] button to complete the action. The attachment will not be part of the proposal until it is added. The yellow “splat”  beside the button is a visual reminder to click the add button.

Clicking [reset] will clear all the fields, including the attachment type selected.

To view the uploaded attachment, depending on your browser’s settings, a dialog box opens prompting you to Open or Save.

Clicking [delete] will delete the attachment

To upload a different file to this attachment type, click [replace]. The File Name field will present the [browse] button to locate a replacement file.

Click to see or modify the rights users have for a particular proposal or internal attachment.  The window displays those individuals who have already been assigned [any] role within the Permissions page.  Special rights can be given or removed for documents within the proposal and internal attachments sections through this function.  Rights include read, modify, and none (which removes the ability to view/edit a particular document, regardless of the role assigned on the Permissions page).