Upload Related Files to the Project File Location
You can upload all project-related files - including drawings, PDFs, quotes and forms - to the shared project file location. If you are responding to an RFP, we strongly recommend that you upload the original RFP document.
- In the Excel or Word tool, go to Files/Docs >> Upload file to quote location (browse)
- Browse for and locate the file you want to upload to the quote location
- Select the File Type from the drop down (for example, “RFP Document”)
- If you want to move the file instead of just copying it, check the box for “Move the file”
- In the next window use the search features (or click Recent) to locate the opportunity (i.e., project) with which you want to associate the file
- Highlight the opportunity and click Select