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Manage Transaction / Scenario Documents - Portfolio Module

On the RE Transaction tab, the Document Management sub-section uses the folder structure of the parent portfolio. On the RE Scenario tab, the Document Management sub-section uses the folder structure of the site or contract. When you add a document from the linked entities to the transaction or scenario, they are linked—they are not copied or moved.

The reason this tool is configured in this way is that on the transaction-level, there may be documents that apply to all scenarios related to the transaction. At the scenario-level there are only documents which are specific to that particular scenario.

To manage documents:

  1. Do one of the following:

    • Navigate to Portfolio > RE Transaction.

    • Navigate to Portfolio > RE Transaction > RE Scenario.

  2. Select the transaction or scenario you want to modify from the list at the top of the page.

  3. Scroll down to the Documents table.

  4. Follow a procedure below.

ClosedAdd Documents

To add a document:

  1. Click Add Documents below the Documents table.

  2. Do one of the following:

    • To select a document which already exists on the related entity:

      1. Use the folder tree to navigate to the folder where the document is saved.

      2. Select the check box next to the document you want to add.

      3. Click Add Selected Documents.

        The document is now attached.

    • Upload a new document.

ClosedRemove Documents

To remove a document:

  1. Click Remove link in the document's row in the Documents table.

    A dialog opens, asking you to confirm your choice.

  2. Click Yes.

ClosedView Documents

To view a document:

  • Click the in the View column in the document's row in the Documents table.

    The file opens in a new tab.

ClosedDownload Documents

To download a document:

  • Click the in the Download column in the document's row in the Documents table.

    The file download begins. You can find the file in the Downloads folder on your computer.

ClosedUpload New Version

To upload a new version of a document:

  1. Click the in the Upload column in the document's row in the Documents table.

  2. Follow steps 3-11 in Upload a Document.

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