Add supporting documents to the contract request

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Add one or more supporting documents from your computer, cloud storage, or activity stream.

    Before you begin

    Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

    About this task

    • The contract request supports single or multiple supporting documents. Only contract documents are sent for signature.
    • You can attach multiple documents in a single action.
    • You can't attach multiple supporting documents with the same name.
    • In the Draft state, contract users can attach supporting documents.
    • In the Work in Progress, Awaiting Review, Awaiting Approval, Awaiting Signature, and Contract Signed states, both contract users and fulfillers can attach supporting documents without impacting the contract workflow.

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Navigate to the Supporting Documents tab.
    4. Select Attach Document.
    5. In the Attach documents form, select a storage source and upload one or more documents.
      To upload from your computer
      • Select Computer.
      • Select Add file and attach one or more documents.
      • Select Upload when single file is attached or Upload All when multiple files are attached. A preview is available for image files only.
      • After the file is uploaded, select Attach.

      To rename the file, use the Actions Actions icon to download, delete, or rename the attachment option.

      To upload from the activity stream

      The activity stream includes documents attached while requesting changes for a contract or documents received through email. The Document field appears when you select this option.

      • Select Activity stream.
      • From the Document list, select one or more documents.
      • Select Attach.
      To upload from an external storage

      This option is available only when external storage is enabled. The External storage field appears when you select this option.

      • Select External storage.
      • From the Document list, select one or more documents.
      • Select Attach.

    Result

    The selected files are attached and listed in the Supporting Documents related list.