Working with Files

File Location

A user can find uploaded files in either the panel where they were uploaded or in the global files section by clicking the All Files icon at the top right in the Actions band.

Below is the first panel (Agreement Information) of an NDA and the area where the user can upload files is highlighted.


Panel FIles Section



Add File

To add a file or files, press the "Add File(s)" button to the right of the section.


FIles Button


Once clicked, the File Upload modal will appear in the middle of the screen.


FIle Upload Modal


You can click on the Upload File(s) button within the modal to bring up your computer's file index to choose file(s) to add to the modal or you can drag and drop file(s) into the modal.


File Added Upload Modal


FIle Uploaded



Rename File

To rename a file already uploaded into the agreement, click the pencil icon on the right.


FIle Actions



Delete File

To delete a file uploaded into Summit, find the file you would like to delete and click the trash can icon on the right, as shown below.


Delete FIle



File Tags

Currently the only tag that can be attached to a file is the "Award" tag and is used to denote files that were either from the proposal submission or the final agreement document.


Award Tag



Global Files Modal


To view all files on an agreement, click on the All Files icon, shown below.


Global FIle Icon


Global FIles Modal



Download All Files

Files can be downloaded individually or all in a single zip file by clicking the Download All Files link.


Download All Files