Uploading Documents to a Contract record

Peter Campbell Updated by Peter Campbell

Navigate to the Documents tab of the contract record.

Key Documents

You will see the key document of 'Signed Contract' at the top of the page.

Select + Add document.

Upload the document by browsing for the file or dragging and dropping the file into the purple area. Once uploaded, the name of the document will automatically populate in the Name field - overtype this if required.

For key documents, upload a physical file is not mandatory, you can also populate a link for where the document may be stored. Populate document location if this is needed.

Select a Document category from the drop down menu.

Assign an owner for the document, if applicable and enter a Valid to date if applicable.

A description field is available for users to explain the purpose of the document for visibility.

General Documents

Select + Document on the right hand side.

Upload the document by browsing for the file or dragging and dropping the file into the purple area. Once uploaded, the name of the document will automatically populate in the Name field - overtype this if required.

Select a Document category from the drop down menu.

Assign an owner for the document, if applicable and enter a Valid to date if applicable.

A description field is available for users to explain the purpose of the document for visibility.

External Documents

Select + Link to external document on the right hand side.

Enter a name for the external document.

Select a Document category from the drop down menu.

Populate the link which should be where the file is located. This can be tested by clicking the 'here' option beneath the field.

Assign an owner for the document, if applicable and enter a Valid to date if applicable.

A description field is available for users to explain the purpose of the document for visibility.

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