Attach Documents to Forecasts

Documents can be attached to published forecasts or to snapshots.

In IE10, 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 forecasts

  1. Go to the Forecasting page.

    2. For more information, see Access the Forecasting Page.

  2. Click the Current Forecast link to attach files to the published forecast.

    3. —Or—

    Click the name of the forecast snapshot to attach files to a snapshot of the forecast.

  3. Click the Documents tab.
  4. Click Attach Documents.
  5. In the Select Attachment Method section, select your method of attachment.
  6. Click Browse For Files...
  7. Search for and select the file you want to attach.

    8. You are returned to the Attach Documents dialog box.

  8. If you are attaching files from e-Builder, go to the next step.

    9. —Or—

    If you are uploading files from your computer, in the Select an e-Builder Destination folder field, click Browse.

  9. Search for and select the e-Builder destination folder.
  10. Click Attach Selected.