Proposal Management: Additional Help: 1.7.1

1.7.1 Sponsor Guidelines

Since web addresses (URLs) often change or become inactive, you may want to upload a copy of your sponsor guidelines even if you have a URL or web address for future reference.

When working with sponsor guideline documents, you can:

  • Attach: Browse and attach documents.
  • Upload New Version: Upload a new version of a document and keep a version history (keeps previous documents).
  • View Version History: View past versions of documents and download previous versions if needed.
  • Delete: Remove a document. Does not keep any version history.
  • Manage Document Security: Restrict specified personnel from viewing the document.

Tips

  • Mac users: make sure you turn on file extensions. Any file uploaded without an extension (e.g., doc) cannot be viewed by others.
  • No limit on the number of documents that can be attached.
  • Documents can be any file type (e.g., .ppt, .xls, . pdf, .doc).
    • The person viewing the document must have the correct program to view your attachments. For example, if someone does not have Microsoft Project he/she cannot view MS Project files (.mpp).
    • Consider uploading a lower version of file types to ensure everyone can view your document, e.g., upload .doc instead of .docx.
  • Each document uploaded can be up to 268 MB.
    • If your document is more than 268 MB, you can compress or zip it to reduce its size.

Related links For detailed directions, see Working with Documents.

Last Updated: 
Wednesday, August 26, 2020