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Assyst Real Estate provides a function to import Preliminary Report/Request for Funds and Final Report documents from your workstation.
† To import a document
| 1. | Click the Documents tab. |
| 2. | Click the Import button to the right of either the Preliminary Report/Request for Funds and Final Report. This will display an Import Document window. |
| 3. | Click the Browse button to select the document to be imported. This will display the Choose File to Upload window. |
| 4. | Use the Choose File to Upload window to find and select the document you want to import. Browse in your directories and files, select a file then click the Open button. This will close the Choose File to Upload window and will display the selected path and name of the file to import. |
| 5. | Click the Import button to confirm the import. |
 Click the Cancel button in the Import Document window to cancel the import process.
A confirmation message is displayed.
The imported document appears automatically below the document type to which it was imported.
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