Attachments can be added to direct instructions templates, allowing you to define what attachments should be included in each type of direct instruction (for example this can be your company’s direct instruction guidelines, score cards or policies you’d like to share with the instructed firm).
Step 1: Access your Direct Instruction template’s Attachments sections
Once you have entered your tender template’s brief, click on “Proceed” to access the attachments section.
Step 2: Add documents to your Direct Instruction Template
Click on the uploading interface and select the file you wish to attach to your Template. Alternatively, you can also drag and drop the file in the uploading interface.
Step 3: Receive confirmation of upload
Once your file has been successfully uploaded, a pop-up confirmation will appear on your screen.
Step 4: Select your documents’ permission level.
Documents in a Direct Instruction can be viewed either before conflict checks have passed, or after conflict checks have passed. A document which can be viewed before a conflict check has passed will have a label saying “file unlocked” and documents which can be viewed after conflict checks have passed will have a label saying “file unlocked”. By default, all files are locked, and not viewable until after conflict checks have passed. To change the permissions on a document you can click on the “select permissions” button on your file, and select the desired permission for the document.
Note: When this Direct Instruction template is used, these files will be added to the Direct Instruction with the permissions set by the template creator. These permissions can be changed when used in a Direct Instruction by the Direct Instructions owners or collaborators.
Step 4: Remove an attachment from your tender template
If you need to delete a document from your Direct Instruction template, click on the “Remove” icon.