The Documents tab of a submission holds its supporting files. After final approval, the same tab produces the merged PDF (memo plus selected attachments) and lets authorized users stamp it.
Adding documents#
- Open the Documents tab of the submission.
- Drop files onto the upload area, or click Select File. Each file can be up to 15 MB.
- Set the flags on each new row (see below).
The category is set from the file type:
| File | Category |
|---|---|
| PDF, Word, Excel and other documents | Proposal |
| Images (JPG, PNG, …) | Image |
| Anything else | Other |
Document flags#
| Flag | Meaning |
|---|---|
| Include in final report | The file is added to the merged final PDF after the memo. Images are converted to PDF pages. |
| Is signable | The file is meant to be signed. |
| Visible to public | The file may be shown on the public Board of Estimates dashboard. |
All flags are off for new files. Click a file name to download it. Documents cannot be edited; to replace one, delete it and upload the new version.
The merged final document#
When the last tier (Confirmation) approves, CLIF automatically creates the signed memo PDF and merges it with every attachment marked Include in final report into one file. From then on, two buttons appear on the Documents tab:
- Merge document: builds the merged PDF again, for example after changing which attachments are included.
- Sign document: opens the merged PDF for stamping.
The approver's stamp image (see Stamps) is used as the signature on the memo. If the approver has no stamp, the memo is created without a signature image.
Stamping a document#
- Click Sign document on the Documents tab. A copy of the merged PDF opens in the viewer.
- Choose a stamp from the Stamps list on the left.
- Click the place on the page where the stamp should go. It is placed at the stamp's configured size.
- Remove a stamp with Delete next to it in the list of placed stamps.
The original merged file is kept; stamps are applied to a separate copy. The suffixes of these files (MERGED and
STAMPED) are parameters.