Every flow has its own Documents tab, where all files related to that flow (budget documents, memos, infopacks, and feedback PDFs) are uploaded, reviewed, and stored.
From the Documents tab, click Upload. A form will appear.
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Fill in the form
Choose a Document Type : Budget Document, Memo, Infopack, Feedback PDF, or Other. This changes which extra fields appear below, and pre-selects a matching flow stage.Fill in the rest of the required info:
Stage: which stage of the flow this document belongs to
Title (required) and Description (optional)
Status: only shown to Coordinator and SuperAdmin; everyone else’s uploads start as “Under Review” automatically
Make document public: toggle to control visibility
Role access: all rolesSeparately from any single flow, the Documents page (in the main navigation) lists every document across every flow you have access to.
The Documents page
Active and Archived & Rejected tabs
Search by title or description
Filter by document type (Budget, Memo, Infopack) and, on the Active tab, by status (Draft, Under Review, Approved, Rejected)
Each row shows the document’s flow, location, uploader, and upload date
