The Detail tab on the Needs interface has a Documents section.

Function

The Documents section allows the user to view and add documents to the selected project. Documents cannot be added for needs with a Workflow Status of Programmed or Complete.

Document Table

The left side of the Documents section contains a Document Table. In this table, the user can view a list of documents that have previously been added to this project. For each document entry, the table will include the Document Name, File Type, Date Added, and Added By fields. The user can select the Document Name on any row to open and view that document. To remove a document from this list, the user can select the checkbox for the row, then select the Save Changes button. To add a document, the user can navigate to the "uploading area" on the right. This process is explained in the Upload Document section of this article.

Upload Document

To add a document to the project, the user must follow these steps:

1. Click the caret icon () to expand the Documents section.
   • The left side of the Documents section hosts a table which details the current documents.
   • The right side of the Documents section contains the uploading area.
2. In the "uploading area," enter a Document Name.
3. Click Upload Document.
4. In the pop-up, click the Choose File button to open the computer's File Explorer.
5. Click the desired document in the File Explorer, then click Open.
   • Only these document types are allowed:  .txt, .csv, .jpg, .png, .tiff, .xlsx, .docx, .pptx, and .pdf.
   • The pop-up will contain this list of allowed document types.
6. Click Upload Document.