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Add Accepted Documents

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Details

 

You have the option of downloading accepted documents from the Customer Portal to store in your SI Project folder.

Steps

 

  1. In the Project Explorer, select the Project for which you want to to download documents and Check Out the project.

 

check out button.png

 

  1. On the Files tab at the bottom of the interface, click the [Add Accepted Documents] button:

 

add accepted documents button.png

 

  1. The documents will download from the Customer Portal. You will need to click the [Refresh] button to view them in the list of files:

 

refresh button.png

 

  1. A new file category named "Accepted Documents" will be created the first time you do this and the document(s) will display in the list:

 

new category.png

 

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