Upload a file into the Collaboration tool

About this task

At any point in the process, you can cancel this action by clicking Cancel.

Procedure

  1. From within an open submission, click the Collaboration icon , which displays to the right of the Actions menu.
    The Collaboration panel opens.
  2. From the Collaboration tool, click the Files icon.
    The window shows the header (date and time, To, From, and Subject) for all of the files associated with the submission. The files are sorted by date and time, with most recently added first.
  3. Click New.
    A drop-down list displays two options: File and File from Template.
  4. To upload an existing file, select File.
  5. Use one of the following methods to select the file you want to add:
    • Drag and drop a file into the box.
      Note: Underwriting Management supports using drag and drop only to add files from folders on your computer. Dragging files from other locations (such as email clients) is not supported, and unexpected results may occur.
    • Click Choose File and then navigate to the file, and click Open.
    You can only add one file at a time.
  6. Optional: Click the Edit icon, and change the name of the file.
  7. Optional: Click Type and select the type of the file.
  8. Optional: Enter a File Description.
  9. Click Upload File.