Optional. Up to 4 MB in total — larger than that and the send is refused before it starts rather than failing halfway.

The document you meant to file. What you sent before stays in the history.

The signed final application PDF.

The signed / marked-up PDF is saved as a new version — the contractor's original is kept.

Included in the report, grouped after the work summary. Add a description to each and it prints as the caption.

Which month this programme is for. The file is filed under that month, so posting next month’s early counts for next month rather than this one.

What the item should say. This is a correction, not a decision — nobody is recorded as having approved anything by setting it here.

Untick a step to remove a signature entered in error. The chain goes back to the earliest step left unsigned, and the signatures you keep are not disturbed.

Written to the audit log against this item. A correction with no reason leaves the next person unable to tell a fix from a mistake.

Only firms in this project’s Project Directory. Nothing is signed: the step now waits on the firm you pick, they are emailed, and the chain shows who it was handed over from.

Sending it back for revision is not here: that returns the item to whoever submitted it and has to remember who raised the objection, which only the reviewer themselves can properly say. Use Reply for that.

This is recorded against the step, shown in the workflow, written to the audit log and sent with the notification. It is the only record of why somebody else’s approval was entered by Fidevia, so it should say enough to stand on its own later.

Marks it Closed. Nothing further is asked of anybody, and it comes off the reminder list. A note is optional.

Type @ to flag a person or a firm.

Pick a firm and everyone there on the Project Directory is emailed and sees it in Needs Your Attention. One of them replying clears it for the rest. It does not change the workflow, the status, or who the item is with.

One file per version — combine several into a single PDF. The previous version is kept in the history below.

Leave this empty and the change order document is drawn for you. Upload one only if it was written outside the dashboard.

Nothing — pay applications or monthly schedules — is owed before this month. Choose “Not set” if the job is already running. A firm that mobilises later gets its own month in Contractors.