Functions of the Grid: Uploading a File

Sometimes when completing forms, you will either be given an option or be required to upload existing files, such as spreadsheets, receipts, invoices, and more.
You should have arrived at a pop-up tab entitled Choose File Source. Refer to the action’s specific guide if you are having trouble arriving at this screen.

  1. Click one of the following four options:

    • From device: Drop a file or manually upload a file

    • The Web: Enter a URL

    • Maha Drive: Browse files from Accounting Forms and Information; Grants, Projects, and Contracts; Human Resources; or Procedures

    • Add a source: Click one of the following external services: Google Drive, Microsoft OneDrive, Dropbox, or Box. Import a file

  2. Repeat for multiple files if needed