Project Documents

The Documents screen contains the project’s Employer Information Requirements (EIR) and other project documents such as appendices.

To add a document to the project, click the Add New File button in the top right of the Other Documents & Appendices window. Input a file name, version, and date, and select the file that you want to upload, then click Send to server.

The following file types are allowed:

Documents

• .pdf (Portable Document Format; Adobe Acrobat)
• .doc, .docx (Microsoft Word Document)
• .ppt, .pptx, .pps, .ppsx (Microsoft PowerPoint Presentation)
• .odt (OpenDocument Text Document)
• .xls, .xlsx (Microsoft Excel Document)

Images

• .jpg
• .jpeg
• .png
• .gif

To add a project EIR using the built-in EIR Generator module, see the knowledgebase page on Employer Information Requirements.

For all documents not created using the EIR generator, the Other Documents & Appendices panel shows:

• The document’s title
• The document’s version number
• The document’s publication date
• The document’s file type, size, and file name
• When the document was uploaded, and by whom

You can download a document by clicking its action button on the far right of the panel.

To quickly find a particular document, start typing the document’s name into the filter box at the top of the panel.