Document submissions (contracts and funding requests) can be uploaded for each project.
When viewing your pipeline, any projects that require uploads should be highlighted with the words "Needs Action" in the header.
The checklist will have the correct required documents based on what stage the project is in (contract required, first funding, roof funding, final funding, etc.). Once all required documents are uploaded, clicking the submit button will bring you to a confirmation screen.
Once you upload documents, our AI agents will review them and flag any potential issues. If the AI agent flags a potential issue, you have to do one of the following things to submit the document:
Reply to the AI feedback. This leaves a note that our review team can confirm.
Upload a new (corrected) document.
If you do not do either of these things, the document will NOT be submitted.