Attach Documents to Submittals

In IE 10, Firefox, Chrome, and Safari browsers, you can simply drag and drop documents from your local directory onto the Attached Documents tab. This can be done to attach documents throughout e-Builder Enterprise.

To attach documents to submittals

1. Go to the Submittal Register page.

For instructions on how to access the Submittal Register page, see Access Submittals.

2. In the Item Details section, click the paper clip icon for the submittal item to which you want to attach the document(s).

The Attached Documents - [Submittal Item Name] window appears.


3. Click Add. The Attach File window is displayed.
4. Select how you wish to attach the file.
   

   You can either add files from your computer to the e-Builder Documents module and then attach them, or attach an existing file from the Documents module.

   • Click Upload from your Computer to browse for files on your computer.
     
     1. Search for and select the e-Builder Destination Folder for the attachment. Click Select.
     2. Drag and drop the file from your machine or click Browse to search for and select it.
     3. Add a description for the file(s) being uploaded. Click Finish.
   • Click Select from Documents Module to attach files from e-Builder.
     
     1. Select a file to attach from the left navigation pane. The selected files will be displayed on the right pane.
     2. Select the check box beside the file name on the right pane. Click Attach.
5. If document custom fields are enabled on the account, the Document Custom Fields page is displayed. Complete all the necessary fields, and then click Close.
6. Optional: Optionally, you can take any of the following actions:
   • Click the Download link to download the file.
   • For PDF and image files, click the Redline link to mark up the file.
   • For PDF documents, click the Stamp link to add a stamp to the file.

Related Topics:

• Submittal Register Page Overview