Attach Documents to Funding Sources

You have the ability to attach any supporting files associated with a funding source. Once attached, other users can access these files. When attaching files stored within e-Builder, only files specific to the current project can be selected.

Documents can also be removed from funding sources. If you choose to remove documents, they will not be deleted from the e-Builder Documents module.

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 funding sources

  1. Go to the Funding Sources page.

    2. For more information, see Access the Funding Sources Page.

  2. Click the name of the funding source.

    3. The Funding Source Details page is displayed.

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

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

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

    8. —Or—

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

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