Nexus User Guide
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Upload Document

Upload Document

Upload Document

1. Upload Document
 
 
 
Select this button to upload and attach documents to this form.  This process is identical to uploading documents for invoices.  You are presented with an explorer window that will allow you access to the folders allowed during your session.  You will want to transfer documents to this shared folder prior to attaching to the T&M Auth form.
 
When you click the Upload Documents button, you are presented with a file dialogue.  Select the file (or files) you wish to upload and click Open.  Alternatively you can also drag and drop files from your computer to the Docs tab then follow the prompts to select type, add comments, and save.
 
 
If you selected more than one file, there is a checkbox that lets you enter one comment for all files.  If you don't check that box, then you can optionally enter comments for each file.
 
Upload Document
1

Apply one comment to all files

1. Apply one comment to all files
When you are uploading multiple files you will see this checkbox.  If left unchecked you will be able to enter different comments for each file uploaded.   If you want to use the same comment for all files being uploaded, then check this box and you are only prompted once for a comment that will be applied to each file.
2

Comments field

2. Comments field
Enter optional comments to help identify the file