Document Class –Defaults based upon where you are adding the document from:

  • If loading from the Applicant area: the document will be an Applicant Class
    • Insurance policies
    • Union Contracts
    • Fringe Calculations
    • Documents that are for multiple or all grants
    • etc
  • If loading from the Grant area: the document will be a Grant Class
    • FEMA workbook
    • Maps
    • Permits
    • Documents associated with a specific grant (PW)
    • etc
  • If entering a financial transaction such as an invoice, the document will be Transaction Class:
    • Invoice
    • Proof of Payment
    • Purchase Order


This image show a document that has already been uploaded. When uploading a new document, you must click [CHOOSE FILE]!


Add the actual document file by clicking Choose File 

Navigate to the pdf document and select it, then click Open

Document Type

What type of document is being uploaded? Time Cards, Invoices, Proofs of Payment are some of the document types.

Name

Name of the document, like “Invoice for Gravel” or something like that.

Description

Enter a description for the document

Dates

Effective Date, Expire Date, and other date fields may be filled out to clarify when contract documents expire, when invoices are due, etc.

Notes

may be added as well