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Attaching or Associating Files

Updated over a month ago

Below is a description of the available fields for attaching or associating files while creating an 'Invitation to Tender'. Click a field name below to continue:

Attachment

Import from Excel

Associate Docs

Associate Forms

1. Attachment

Mandatory - No

Description - Click to upload an external file if applicable.
​Attach external files to a form

2. Import from Excel

Mandatory - No

Description - Click to import the package requirement details.

Import Package Requirement Details

3. Associate Docs

Mandatory - No

Description - If applicable, you can associate this form with an existing project file, whether from the same project or a different one.

Associate a file with a form

4. Associate Forms

Mandatory - No

Description - If applicable, you can associate this form with another existing project form, whether from the same project or a different one.

Associate a form with another form

Next Article: Adding Contact & Recipient Details while creating 'Invitation to Tender'

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