Adding documents to a draw

You can add the required documents to a draw, such as invoices or receipts for building materials, work inspections, and subcontractor agreements.

Note: Ensure that full access is provided to following permissions:

• Portfolio Page & Deal Creation

• Deal Overview

• Document Management

• Draw

• A deal is created.

To add a document, perform the following steps.

1.

Create a draw, for more information, see Creating a draw.

Note: To add a document to a previously created draw, on the Draws page, hover over a draw and click Edit .

2.

On the Draw page, click the Draw Documents tab.

3.

Click + Add files.

4.

To locate a document, click Choose a File.

Alternatively, you can drag and drop a document to the highlighted area.

5.

Navigate to the required folder.

6.

Select the document, and click Open.

In the Add Files dialog box, the document is displayed after it is successfully uploaded.

7.

Click Add 1 File.

The document is displayed in the draw documents list.

8.

In the Document type column, select a document type.

Note: To create a new document type, click + Create new > Enter Document type and click Create.

9.

Click Save.

A message is displayed indicating that the document is added successfully.