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Milestone Manager

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Overview of the Milestone Manager

What milestones are and how the Milestone Manager helps track required documents.

Using the Milestone Manager from the Dashboard

How to access and read the Milestone Manager widget on the SureDrive Project Dashboard.

Viewing and Managing Milestones

How to open the full Milestone Manager, view milestone status, and navigate required documents.

Editing Milestones and Adding Required Documents

How to edit an existing milestone and add or remove required documents.

Creating and Managing Required Documents

How to define the required documents for a milestone.

Uploading a Required Document

How to upload a document directly to fulfil a milestone requirement.