Add Documents to a Work Package Group

You can add general and tender documents to a work package group. When you add documents at the work package group level, it automatically adds them to all work packages within the group.

Before you can add documents to a work package group, you must Enable a Work Package Group for Tendering.

To add documents to a work package group:

1. Navigate to the project or enquiry.

   You can search for projects and enquiries using the Search Projects or Search Enquiries links in the Activity Zone. Projects and enquiries that you are linked to also appear on the History tab on your contact record, and in the Projects and Enquiries dashparts in the Personal Zone.

2. Click the Tendering tab.
   If the Tendering tab is not visible, click more to display all available tabs.
3. On the header row of the work package group, click .
4. On the Add/Edit Documents window, do the following:
   • To add tender documents linked to the project or enquiry, click Add DMS document next to the Select Tender Documents label.
   • To add any document from the document management system, click Add DMS document next to the Select General Documents label.
5. On the Document Picker window, find and select the documents that you want to add. For information, see Search for Documents in Classic View.
6. Click Continue.
7. On the Add Renditions window, select any renditions for the selected documents that you want to add to the work package group.
   The primary rendition of each document is selected by default.
8. Click Add Selected.
9. On the Add/Edit Documents window, click Add Documents.