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Portal Datasheets

Portal Datasheets

Overview:

This tab is used to contain all datasheets related to this Subcontract.

For more information, see Datasheets.

Screen Guide:

  • Template allows you to choose which datasheet Template to use. Only templates with the type of "Subcontract" will be visible.

  • Date is the date that you want this datasheet to be lodged.

  • Subject is a custom text field allowing you to give a specific title to this datasheet.

  • Person is the User you want to assign this datasheet to. This can be an internal or external user.

  • Complete is ticked when the Datasheet is completed and cannot be ticked here.

  • Comments are additional details for this datasheet and is a required field.

  • Use the Bin icon to delete a line.

Next Steps:

Remember to Save after adding or changing information.

Related Pages:

Subcontract Portal

FAQs:

Filter by label

There are no items with the selected labels at this time.

Process Flow:

 

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