Personnel Attachments
Proposal Development Document, Notes and Attachments page, Personnel Attachments section
The Personnel Attachments section permits the additon of documents related to a specific key person on the project.
Field |
Description |
|---|---|
Person |
Required. Use the drop-down selector to choose the key person (already saved on the Key Personnel page) for whom the attachment is being added. |
Attachment Type |
Required. Use the drop-down selector menu to choose the type of attachment.
|
Description |
Enter a brief description of the document being attached. | File Name |
Required.Click the Browse |
Actions |
Click the add |
button to select a file from your computer to upload as an attachment for the selected person.
button to insert the attachment.Proposal Development Document, Notes and Attachments
Add a file to the Personnel Attachments section
- Select a Key Person from the Person drop-down list (the list will display names that have been added on the Key Personnel page).
- Choose an Attachment Type from the Attachment Type drop-down list.
- Include a Description of the file, if desired, to indentify its contents.
- Click the Browse button in the File Name area to open the File Upload dialog window.
- Navigate to the file's location on your computer.
- Click on the desired file to select it, and see the File Name appear in the field at the bottom of the File Upload window.
- Click the Open button to bring the selected file into the Proposal Attachments section.
- Click the add button in the Action column to save the attachment for the selected key person.