Documents Subtask
Use this subtask to enter and view documents attached to the opportunity.
Click New to add a new line and assign documents to the opportunity.
Documents on this subtask automatically load on the Documents subtask of Manage Opportunity Proposals when a proposal is linked to the opportunity. Documents added to the proposal are also reflected in Manage Opportunities. If the Include in Outline checkbox is selected for a document in Manage Opportunity Proposals, you cannot delete that document from the Documents subtask in Manage Opportunities.
Table Window
| Field | Description |
|---|---|
| Document ID | Enter a unique document ID to identify the opportunity document record. |
| Date Received | Enter, or click  to select, the date the document was received. |
| Document Type | Enter, or click  to select, the document type. Valid values are only those that exist on the Manage Contract Management Document Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Contract Management Document Types. Only codes that are available in the lookup can be used for new records in Manage Opportunities. |
| File Location | Enter, or click to select, the location of the document. This is the alternate file location where the document is stored, and from where it will be retrieved. The location can be a network location or a content management location such as SharePoint. |
| File Name | Enter, or click to select, the file name of the document. This is the file name of the actual document that is stored in the alternate file location. |
| Description | Enter a description or additional comments about the document. |
| View Document | Click this button to download the document. When you click this button, a prompt that asks if you want to open or save the document displays. |