Upload Documents (Project/Parcel/Agreement/Customer Outreach)

Purpose/Overview

The Upload Documents feature allows users to add and manage documents related to Projects, Parcels, Agreements and Customer Outreach. Users can either upload files directly into the system or link to externally stored documents.

This ensures all relevant documentation is centralized, organized, and easily accessible.

Navigation Path:

To access this feature:

• Project > Project Information > Project Documents
• Parcel > Parcel Info > Documents
• Agreement Manager > Documents

Things to Know:

• Supports both file uploads and external links
• Drag-and-drop upload is enabled by default
• Maximum 25 documents per upload using drag-and-drop
• Category and Description are required fields

Key Benefits/Use Cases:

• Centralized Storage: Keep all documents in one place
• Bulk Upload: Upload multiple files in a single action
• Flexible Upload Options: Choose between file upload or external linking 

How It Works:

Adding Documents

Step 1: Navigate to the required Documents section

Step 2: Click Add Documents

External Documents Tab (File Upload)

Step 3: Select the file using the file selector or drag and drop the document

Step 4: Select a Category

Step 5: Enter the Description

Step 6: Set the document version as Draft or Final

Step 7: (Optional) Repeat the above steps to upload multiple documents

Step 8: Use Apply to All to copy the first record’s details to all documents

Step 9: Click Load Documents to upload and save

External Link Tab (URL Upload)

Step 3: Enter Document Name
Step 4: Add External Link (URL)
Step 5: Select Category
Step 6: Set the document version as Draft or Final
Step 7: Enter the Description

Step 8: (Optional) Click on Add and repeat the above steps to upload multiple documents links
Step 8: Click Load Documents

Related Features/Next Steps:

• Manage Document Versions
• Request Document Deletion

FAQ/Troubleshooting

Q: How many documents can I upload at once?
A: Up to 25 documents using drag-and-drop.

Q: Can I upload multiple files together?
A: Yes, you can upload multiple documents in one go.

Questions?  Contact us!