Document Library

This quick guide provide an overview of how to manage documents in the Document Library of an announcement.

Internal

If you are accessing EPIC within the DOE network, you will use OneID and your DOE PIV Card to authenticate and log in.

Add a New Document

Step-by-step guide

Automatic Upload

EPIC automatically adds some documents to the Document Library for you. If you upload a document on one of the wizard pages, EPIC will also place that same document into the Document Library. For example:

• • Eligibility Page: Upload final, signed Determination of Restricted Eligibility (DRE), if applicable.
  • Cost Share Page: Upload final, signed Cost Share Reduction or Waiver, if applicable.
  • Green Light Status Page:
    • Upload Funding Questionnaire and public announcement materials (press release, progress alert, stakeholder email blast), if applicable to your announcement.
    • Upload CI Solicitation Notification, if applicable to your announcement.
  • Publish Page: Upload final announcement (NOFO, RFI, NOI, NOTA, Lab Call) to this page.

Manual Upload

Use the steps below if you need to upload a document manually. For example:

• The final, signed NOFO Requirements Document (NRD), if applicable
• The final, signed NOTA Requirements Document, if applicable
• Documentation of Business Clearance approval, if applicable

1. From the EPIC Dashboard, click on Announcement, and select Announcement Management
2. On the Announcement Management page, scroll to the row of the desired Announcement
3. Click on the Announcement Title or click Action then Open Announcement
4. Select Document Library tab or Document Library > View Full Document Library on the right hand of the screen
5. Click Add Document
6. Choose a document to upload.
7. Assign Document Title: EPIC will automatically pull the file name into this field, but you can edit if desired
8. Assign Document Type: If you upload a document to the Document Library that also belongs on a wizard page, EPIC uses this field to automatically place it on the appropriate page.
9. EPIC automatically assigns Document Category based on Document Type.
10. Optional: Assign Secondary Document Category
11. Assign Document Status.
12. Select Upload

Manage Documents

Review Uploaded Documents

1. On the Announcement Management page, scroll to the row of the desired Announcement.
2. Click on the Announcement Title or click Action\Open Announcement
3. Select Document Library tab or Document Library > View Full Document Library on the right hand of the screen
4. If a document is not v1 for version number, you are able to select + in the ID Column to see the document’s history, including previous File Names, Version Numbers, and Last Updated By/Date

Edit a Document

1. Use the search or filter options to find the document to edit.
2. Select Action > Edit Document
3. Update relevant information
4. Select Save
5. Your document will now appear as the next version number (v2, v3, etc.). If the document also appears on a page in the wizard (see Automatic Upload section above), the edited document will automatically appear there too

Delete a Document

1. Use the search or filter options to find the document to edit.
2. Select Action > Delete Document.
3. If the document you delete also appears on a wizard page, EPIC will delete the document from that page as well. For example, if a DRE is applicable to your NOFO and you delete the DRE from the Document Library, EPIC will also delete it from the Eligibility Page

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