Portal attachments let subcontractors download supporting files, such as templates, forms, and example documents, from their submission portal. You can add attachments when you request requirements, send them later in a follow-up message, or upload them for a single subcontractor.
Begin by navigating to your project’s Requirements page by clicking Requirements in the left navigation.
Add attachments when requesting requirements
You can upload portal attachments when requesting requirements in bulk.
On the Requirements page, click the Draft tab.
Click Request Requirements.
Select the requirements and subcontractors you want to request.
In the Send Message step, enter a message in the Body field.
Under Attachments, drag files into the upload area or click browse files to select files from your device.
Send the request.
The attachments will be available to the selected subcontractors in their submission portals.
Add attachments to requirements that have already been requested
You can send additional portal attachments to subcontractors after their requirements have already been requested.
On the Requirements page, click the Requested tab.
Click Send Message.
Enter your message in the Body field.
Under Attachments, drag files into the upload area or click browse files.
Send the message.
The subcontractors will receive your message and can access the attached files from the submission portal.
Upload attachments for one subcontractor
To upload portal attachments for a single subcontractor, follow the steps below:
On the Requirements page, click the subcontractor’s name.
Scroll to Portal Attachments.
Click Upload.
Drag files into the upload window or click browse files to select them from your device.
Click Upload to finish.
The files appear under Portal Attachments and are available for that subcontractor to download in the submission portal.
Preview Portal Attachments
Preview the submission portal to confirm that subcontractors can access the files you uploaded.
On the subcontractor’s Requirements page, click View Submission Portal.
Review the portal to confirm that the requested requirements and portal attachments appear as expected.
