Add Files to an Opportunity

OBJECTIVE

To add Files, Photos, Albums, or Folders to an Opportunity in ConstructionOnline.

BACKGROUND

The purpose of Opportunities is to give you a space to build out financial requirements and retain important details for potential Projects you have not yet won. You can also attach any Files or Photos that are pertinent to the Opportunity. 

STEPS TO ADD FILES TO AN OPPORTUNITY

1. Navigate to Opportunities via the Left Sidebar
   
2. Right-click on the desired Opportunity
3. Select Manage Content from the dropdown menu
   
4. Click the Files tab at the top left of the page
   
5. Click the green +Add New button
6. Select New Folder, New Album, or New Upload
   
   1. If you choose Folder or Album, a highlighted Folder/Album will appear
   2. If you choose Upload, the Upload Files window will open

      1. Choose where to upload your File from or drag & drop it into the window

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Opportunities can be found in the article FAQ: Opportunities. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.