📝 Overview

The Documents tab is the paperwork checklist for the deal — every document required to close, in one place. Upload files, send documents out for signature, and track what's still outstanding. A banner at the top shows your progress (e.g. 0 / 6 completed).

The Documents tab — the required-documents checklist, signature sending, and Sunrise sync status.

💡 What You Can Do

• See every required document and whether it's been uploaded.
• Upload a file to any row.
• Send documents for signature via DocuSign.
• Track each document's Sunrise sync status.

✅ Required Documents

The table lists each document needed to close the deal — for example Aurora Layout, Final Proposal, Preliminary Layout, Proof of Ownership, Signed Contract, and Utility Account Information. For each one you can see the User who provided it, the Date, its status, and an Actions column with an upload button. The ⓘ next to a name explains what that document is. (The exact list depends on the proposal's region and type.)

✍️ Documents Pending Signature

Documents that need a customer signature appear in the Documents Pending Signature section. Click Send for Signature to send them to the customer through DocuSign — for example the AE Interconnection Agreement.

🔄 Sunrise Status

The Sunrise Status column shows whether each document has synced through to the project in Sunrise (No Document, Uploaded, or Pending), so operations always has the latest paperwork.

📍 Where to Find It

Open a proposal and select the Documents tab. See Proposal Builder > Overview for the other tabs.