How to enable and set the “Required Document to convert a proposal to a project” setting?

Step 1: Click on your organization’s profile in the top right corner and select "Settings".

Step 2: Scroll down to the “Proposal to Project Settings” section, then click the edit icon in the right-hand corner. 

Step 3: Click the “Edit” button in the top right corner.

Step 4: Click the “Edit” button next to the “Required Docs” setting

Step 5: Add the name of the document and click “Add” next to it

Step 6: Click “Update”.

Note: The required documents must be uploaded in the attachment section of the proposal. The proposal cannot move forward unless the mandatory documents set in the settings are uploaded.