The private documents feature provides a confidential space for your team to store internal documents, drafts, or sensitive information that you do not want to share with your subcontractors, ensuring better organization and security.
Uploading private documents at the project level
- Head to the Projects module and select the project you are adding private documents to.
- Scroll down to the Project Documents header and click Add documents.
- A box will appear that will first ask you for the type of document you'd like to add. Click into that box to see a menu appear. Scroll down to the bottom and select Private Document.
- Drag and drop or upload your document(s). Click Save when finished.
Uploading private documents at the COI request level
- Open the request you'd like to add a private document(s) to.
- Click the Private documents tab.
- Drag and drop or upload your file(s) in the box.
- Once you upload, the document will automatically be submitted and appear in the Your files section.
