You can attach supporting documents to your Request or Proposal using the attach 📎 (paper clip) icon underneath the Summary text box.
Client-side request
Provider-side proposal
You can attach the following file formats:
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.
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