Adding Documents to Requisition Orders

Users can add documents to new or existing requisition orders.

Complete the following steps to add documents to a requisition order:

1. From the New Requisition or requisition order page, click the Documents tab.
   
   

   

   
   
   

2. Click the Upload link to attach documents to this order.
   The Upload dialog box displays.
   
   

   

   
   
   

3. In the * Document Type field, select a type from the dropdown list. Fields with an asterisk ( * ) are required.

4. Click the pencil icon to add information in the Addition Info field.

5. Check the box for the Final? field if this is the final version of a type of document.
   
   

   Marking a document as Final freezes it, and revisions are not allowed. If you click this box, a popup confirms that you want the document in the Final state when you click the OK button.

6. In the * File field, click the Browse button, and select a file from your computer.
   The file name displays in the popup.

7. Click the OK button.
   The file displays in the Documents tab.
   
   

Complete the following steps to download a document on the requisition order:

1. Click the checkbox to select a file.

2. Click the Download Selected link.
   The file downloads to your computer.
   
   

Complete the following steps to email a copy of the document on the requisition order:

1. Click the checkbox to select a file.

2. Click the Email Selected link.
   The Email Documents dialog box displays.
   
   

   

   
   
   

3. Enter a valid email in the * Email Address field.

4. Add additional information to the recipient in the Message field.

5. Click the Send Email button.
   The email is sent with the attached document.