This procedure allows you to upload the project related documents and add the required opportunity related hyperlinks.
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In the Gate Review panel, click the Documents tab. The existing documents updated in the Opportunity screen appear.
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To view the existing attached documents, click the Attachment hyperlink.
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To view the existing document URL, click the URL hyperlink.
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Click the Insert Row icon to add a new row.
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Type the required Description.
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Click the Save button.
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(Optional) Attach the required document files. Follow the procedure below to attach the required document files.
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Click the Attachment field. The Attachment dialog box appears.
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Click the Upload button. The Upload Document dialog box appears.
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Click the Choose File button to select a file to upload and click the OK button. The Attachment dialog box appears.
The document details appear in the Attachment dialog box.
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Type the description of the document in Document Description.
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Click the Close button. The selected file is attached in the Documents tab.
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Click the Save icon.
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(Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.
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Type the required web address of the opportunity document in the Comment or URL column.
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Click the Save icon. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.
Click the Delete Row(s) icon to delete a selected row.
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