Upload Documents

Upload Documents

The Upload Documents feature allows your contractors as well as an Admin to upload documents that the Administrator/ Agency requests. The Upload Documents button provides the ability to upload documents directly from your computer into the Administrator’s database. To upload a document, you will need to have the document available on your computer. The document can be almost any type that can be viewed by internet browser: txt, pdf, xls, doc, tif, etc.                     

On the following page, you can find a short description of each field. Unless specified by a red asterisk, these fields are optional.

Project Name - you will need to choose the project the document is for (some documents may be for all projects based on Admin set)

Sub To - this will filter by who you are a sub to on a specific project (this may have options to select if multiple assignments have been enabled by the Administrator)

Document Type - you will choose the document name from the drop down based on the titles the Admin/Agency has defined.

Document Date - this is always a required field. You may use the calendar icon to choose your date, or type it in MM/DD/YYYY format

Expiration Date - some Admins/Agencies may require that this be filled in; again, use calendar icon or type in date.

Description - some Contractors may choose to use this field for their own notes (this is still viewable by your Administrator) 

Select employee the document relates to if appropriate – Employee specific forms may have this set as a requirement by the Admin/Agency.

Week-end date the document relates to if appropriate – Link the document to an appropriate week-end date.

Comments - some Contractors may use for their own notes and comments.  This section is viewable by the Contractors and Administrator.

Confidential Comments – allows the Admin or Prime Approver to enter comments not visible to the Contractor.

Select the file to upload - browse your computer to find the document you want to upload.

Click Save once everything is completed and ready for upload.