Uploading Document Attachments To Jobs

Technical Notes: Document uploads in FACserv requires that the user workstation run Java Runtime Engine 1.5.x or higher since it executes a java applet locally.

1) Login to the FACserv application/portal and navigate to a Job module.

2) Using the default query list of jobs, locate the job you need to upload a document to.

3) Open the job by clicking on the link. Another window will appear containing the job's data record.

4) Locate and click on the 'Notes & Documents' tab.

5) Click on the 'Revise' button to put the job into a 'Revision In Progress' status. This will allow you to make changes to the job record.

6) Navigate to the 'Related Documents' section. Click on the 'Upload' button.

7) Another window will appear to start loading, but you will be prompted by another message: "This page contains both secure and non-secure items. Do you want to display the non-secure items?" Click on 'Yes' to close the message.

8) The Object Attachment Upload will begin to load, but will prompt you to login again using your UCInetID and password. Enter these and click on 'OK'. NOTE: DO NOT CLICK ON 'Save this password in your password list?'.

9) The Object Attachment Upload window will finish loading.

10) You will have three buttons to select from: 'Remove', 'Upload' and 'Select Files'.

11) Click on 'Select Files'. A small file selector window will pop up that will allow you to browse through your files to locate the file you wish to upload. Select the the disk drive your file resides on (C:, D:, E: etc.).

12) Locate the file you wish to upload to this job by clicking once on it. It will appear in the 'File Name' section of the small file selector window. If you wish to select multiple files, hold down the 'Ctrl' key of your keyboard while you click on each file you wish to upload.

13) Click on the 'Open' button, located at the bottom right corner of the small file selector window.

14) Your file(s) that you wish to upload will appear in the 'Object Attachment Upload' window with a status of 'Pending'. NOTE: Your document is not uploaded yet. At this point you can remove the document from the list if you feel that you selected the wrong document in step #12 by selecting the document and then clicking on the 'Remove' button.

15) Click on the 'Upload' button. This will upload your documents to this FACserv job. The 'Object Attachment Upload window will close and you will be returned to the 'Notes & Documents' tab.

16) In the 'Related Documents' section, you will see your document(s) that you had uploaded in the previous step.

17) If you are finished uploading documents to this job, click on the 'Activate' button in the upper right corner of the Job window.