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Manage Documents

Prepare the content

  1. Open the record and click Documents tab.

  2. Under Templates you can access templates to write the content. Click the Template drop-down list and select a template. image.png

  3. Click the template link to open it in your web browser and draft the record’s content (if you are adding a template during record creation, this will not be available until the record initiation process is complete). If you prefer to work in the Desktop App, click Editing > Open in Desktop App. The file will auto-save your work.

Add documents

Upload documents you want to include in the briefing pack as a Primary document, Supporting document, or an Attachment. If a document requires an e-signature or wet ink signature (such as a letter or contract), ensure you add signature instructions (see next step). 1. Save the document to your computer (e.g. your desktop). 2. From the Manage Record page in Brief Connect, click Documents tab.

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  1. Under the Manage Documents heading, click Add or Remove documents.
  2. Scroll down to the desired section and click Select file > select the attachment file > Open.

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Upload directly from SharePoint

If your documents are already stored in SharePoint (or Teams), you can add them to the record without downloading them first.

  1. In the Manage Documents window, click Select from SharePoint next to the relevant section (Primary, Supporting or Attachment).
  2. The SharePoint file picker will open. Browse or search for the file(s) you want to include.
  3. Select one or many files (use Ctrl-click or the check-boxes) and click Add.
  4. The selected file(s) will appear in the list once they are uploaded.

Select SharePoint files for upload

Please note, you can only upload files from SharePoint that you have permission to access.

Add signature instructions

If any document(s) require an e-signature or wet ink signature, you must add signature instructions for each document. Also, if the question on the Documents tab Do any documents require the Decision Maker’s signature? is set to Yes – you will need to include signature instructions. 1. To add signature instructions, go to Documents tab and scroll down to Documents that require a signature. 2. Under Do any documents require the Decision Maker’s signature? ensure Yes is selected.

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  1. Click Manage signature instructions.
  2. Select the documents that require a signature and enter instructions, including the type of signature and location in the document (e.g. e-signature - Page 7 – signature box at bottom of page).

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  1. Click Save

Note: if a document is deleted, this will also delete the signature instructions added to that document. This means that if you remove and replace a document, you will need to add the signature instructions again.

Edit name, reorder or remove document

You can manage documents by editing their names, reordering them, or removing them if necessary.

Edit Name

  1. Next to the document you want to rename, click Edit name.

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  1. Enter the new name for the document and click Save.

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Reorder Documents

  1. Documents can be reordered using the arrows on the left side of the document name.
  2. Click the up or down arrows to move the document into the desired position within the list.

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Remove Documents

  1. To remove a document, click Delete next to the document name.
  2. Confirm the removal when prompted.
    • Note: Deleting a document is permanent and cannot be undone.

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