Prerequisite(s):    Meeting Invitation must be saved.

                                User must be Originator of the meeting invitation, Invitee(s) and/or Carbon Copy member to add documents.

 

 

1.   From your homepage, click the Contract Name link in the Name column of the Contract List.

2.   Hover your mouse over the Contract Management link on the menu bar.

3.   Click the Issues & Information Management sub-link from the menu bar.

4.   Click View Log / Add Meeting Items/Minutes link for Meeting Minutes.

5.   Click the link for the meeting invitation previously created in the section CREATING A MEETING INVITATION.

6.   Click the Browse to Upload button.

7.   In the Multiple File/Folder Check-In pop-up menu, click the Browse button.

8.   In the Open pop-up menu, select one or more local file(s) and click the Open button.

 

Note: To remove one or more added files, click the file(s) to be removed and click the Remove button. To select multiple files to be removed, click the first file to be removed and hold the CTRL key for each one selected beyond the first and click the Remove button.

 

9.   In the Multiple File/Folder Check-In pop-up menu, click the Check-In button.

 

Note: To cancel the file check-in process, click the Cancel button in the Multiple File/Folder Check-In pop-up menu.

 

10.  In the Template Data pop-up menu, enter an optional Description and Comments that relate to the file(s)/folder(s) uploaded and click the Save button.

 

Note: To check-in file(s) without providing a description or comments, click the Cancel button in the Template Data pop-up menu.