Uploading a single Document

Upload a document to your organization's register, and then transmit it to other organizations, or upload another document with similar information.

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You'll need to send a document transmittal to enable project members in other organizations to access this document.

Tips:

Enter as much information about this document as you can to make it easier to find it when searching.
If you select a document type that is assigned to a configurable document auto-numbering scheme, the Document No. field is read-only.

Choose your project in the Project Selector at the top of the page.
Click the Documents button on the Module Menu, and under Actions, click Upload a New Document.
Complete all mandatory document information fields, and any other fields as required.
Click the Browse button, locate the file you want to add, and click the Open button.
Click the Upload button.
Click the link to choose your next step. You can:
- Transmit this document. See Transmitting your uploaded document.
- Upload another document with fields pre-populated with the same information. Repeat this procedure from step 2.
- View the details for this document in the document register.

The document you just uploaded is automatically attached to the transmittal.
Transmittal page

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