Uploading Reference Documents

Reference documents are non-interactive, view-only materials to guide appraisers in evaluating Appraisee Types. Users can upload reference documents tied to specific Appraisee Types. 

Loading Reference Documents

Step 1: Click Load Reference Documents.

Step 2: Enter a title and optional description.

Step 3: Select one or more Appraisee Types that should view the reference document and click Save.

Step 4: Click Upload File and browse for the document.

Step 5: Select the file, then click Attach File. Click Save.

The Reference Documents will appear at the bottom of the Evaluation Process.