Acuite

Adding documents at the portfolio or project level is straightforward.

Add a document to the Project Document Library

Specify the correct reporting period, as the document(s) will be uploaded for that period.

Click View/Add Documents next to the document you want to manage

You can add a document name if needed

If you chose the wrong reporting period, you can always select the correct one

The document will now appear on the dashboard with a green checkmark, indicating it has been uploaded for the selected period

1. Select the desired project
2. Click Document Library
3. Specify the correct reporting period, as the document(s) will be uploaded for that period.
4. Click View/Add Documents next to the document you want to manage 
 
 
5. Click Add Document 
 
 
6. You can add a document name if needed
7. If you chose the wrong reporting period, you can always select the correct one
8. Click Upload document
9. Once finished, click Save 
 
 
10. The document will now appear on the dashboard with a green checkmark, indicating it has been uploaded for the selected period

Note: Below is an explanation of the document statuses:

- Green tick - Document successfully uploaded for the period
- Red x - Document is to be uploaded for the period
- Orange hazard - Document incomplete for the period (name specified, but file not yet uploaded)
- No icon - Document is optional for the period

Edit a document to the Project Document Library

You can edit the document name or replace the uploaded file at any time if needed.

Change the document name if needed

Click the grey cross to delete the document if needed

Click Upload document to replace the document you deleted

1. Select the desired project
2. Click Document Library
3. Specify the correct reporting period, as the document(s) will be uploaded for that period.
4. Click View/Add Documents next to the document you want to manage 
 
 
5. Click Edit 
 
 
6. Change the document name if needed
7. Click the grey cross to delete the document if needed 
 
 
8. Click Upload document to replace the document you deleted

Note: The dashboard always displays the most recent version of the uploaded documents.

View/Download a Document in the Project Document Library

Click the Document Name directly to view/download the document

1. Select the desired project
2. Click Document Library
3. Specify the correct reporting period, as the document(s) will be uploaded for that period.
4. Click the Document Name directly to view/download the document

Review the Document Library at the Portfolio level

The Document Library at the portfolio level lets you view all documents and their statuses for each project. This information is accessible to users with permission to view portfolio or regional dashboards.

At the licence level, click Document Library

Specify the correct reporting period, as the document(s) will be uploaded for that period.

This dashboard provides a summary of all projects and their associated documents. Each document will display a specific status as detailed in the yellow note above. Non-mandatory documents will have no icon and will show an "Add" button if you choose to upload a document.

1. At the licence level, click Document Library
2. Specify the correct reporting period, as the document(s) will be uploaded for that period. 
 
 
3. This dashboard provides a summary of all projects and their associated documents. Each document will display a specific status as detailed in the yellow note above. Non-mandatory documents will have no icon and will show an "Add" button if you choose to upload a document.

Note: Documents can be uploaded directly from this dashboard by clicking on any cell or icon.