--- title: "7. Solicitation Attachments" slug: "solicitation-attachments" updated: 2025-08-14T17:04:05Z published: 2025-08-18T15:48:15Z canonical: "wiki.cobblestonesoftware.com/solicitation-attachments" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # 7. Solicitation Attachments ### **Solicitation Attachments** **Solicitations: Attachments** Like in so many other areas of Contract Insight, files can be stored on individual solicitation records. **To Access the Attachments Section of the Solicitation Record** 1. To access the attachments section of a solicitation record, click the **Files/Attachments** on the side menu of the **Solicitation Details** screen to open the **Files, Documents, Attachments** section of the solicitation record. ![User Graphics interface, text, Side Menu, Files/Attachments](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666374644454.png) 2. Alternatively, scroll down the **Solicitation Details** screen to the **Files, Documents, Attachments** section. Both methods go to the same place. **Adding, Managing & Viewing Attachments** ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-aei0va3n.png) 1. Optionally, add any notes to the file (for example, if it is a final draft, 1st draft, etc.) 2. The **Respondent** drop-down menu is mainly used for manually assigning attached files as being from a respondent (for example, if a respondent’s documents are submitted via the postal service, the documents can be scanned and labeled as being from the respondent). **Note:** When a respondent submits their documents through the **Vendor/Client Gateway**, that respondent’s name will automatically be assigned to the documents for internal viewing. 3. Select if the document is to be public using the drop-down menu next to the **Public** label. a. If Yes, Vendors/Clients will be allowed/enabled to see the document when viewing the solicitation in the **Vendor/Client Gateway** (optional Add-On). **Public** attachments are available to potential respondents when searching the **Solicitations Portal**. b. Select No if the document is only being used for drafting/editing internally. 4. To add an attachment, click **Browse** to search for the document you would like to attach. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-x1hfegvr.png) a. Select the file to attach to the solicitation record and click **Open**. b. The file name/file address displays in the text-box and the file is uploaded to the record. **Note:** After attaching and saving an attachment, do not click the browser’s refresh button. Doing so will repeat the last action of attaching the file without warning or notification. 5. Alternatively, drag and drop the file(s) to be attached onto the blue rectangle labeled **Drop Files Here** (it may become black when a file is over it). ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-wm9zksv6.png) When the file is attached, a pop-up window displays indicating the upload/attachment was successful. A message indicating the file name and the success also displays in the file upload area. ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-fbhah71h.png) 6. Filter the attachments displayed by entering in a keyword(s) under the column name by which to filter and then clicking the **filter icon** (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-8eu8j153.png)) to select how to filter the attachments. ![A picture containing calendar Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-13qk5qb9.png) **Example:** To view just the attachments that have final in the notes section of the attachments, enter the word final into the text-box below the **Notes** header and click the **filter icon**. A user could then choose from a drop-down menu to have the filter for contains to just records with the word final. Only the attachments with a note containing the word final will show. 7. Attached files/documents can be managed via the **toolbox icon** (). Within the toolbox, options for the following are present: - Esign the Document - Manage the Document - Run a text comparison with another document attached to the record - Lock/Unlock access to the file - OCR the file (*Review our [OCR Preparation Guide](/v1/docs/ocr-preparation-guide) to help provide better accuracy and fewer errors during processing.*) - Set download options - View the file’s history 8. Click the book icon (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-o62gwtxo.png)) to preview the file/attachment without downloading it. 9. Create new folders by first selecting the parent folder and clicking the plus icon (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-ocvjy4ew.png)). Multiple layers of folders can be created this way. a. Click the file line item to have the row turn blue. b. Drag and drop the file to the desired folder. ![Table Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/solicitation-attachments-image-wwlv6lad.png)