How do I attach a file to my request or proposal?

You can attach supporting documents to your Request or Proposal using the attach 📎 (paper clip) icon underneath the Summary text box.

Client-side request

Remember, to facilitate an easier side by side comparison of providers' proposals as well as collecting valuable data, it is typically more effective to build out dedicated pricing item fields or questions.

Provider-side proposal

Please bear in mind the structure of the client's request, and that they may prefer to read and process this information within a dedicated field in the Pricing or Questions sections.

File format attachments accepted

.pdf

Word
.doc
.docx

Powerpoint
.ppt
.pptx
.pps
.ppsx

Excel
.xls
.xlt
.xlsx

Outlook email export
.em

NOTE - .xlsm files are not allowed according to the file scan rules.

There is no limit to the number of attachments.

Max file size is 50 MB.

Add conflict check files

You can also add information relevant to the firm's conflict check. Open the Conflict check section and click ADD FILES to upload documents. These will be available to firms before they clear conflicts.