Add a document to a workplace contract in Core UI

Add documents to the workplace contract to maintain a record of all relevant documents and different versions of those documents.

Before you begin

Role required: sn_wsd_la.manager or sn_wsd_la.admin

Procedure

1. Navigate to All > Workplace Lease Administration > Workplace Contracts.
2. Select the contract.
3. View the documents listed in the Documents related list.
4. If the document record is not included in the Documents related list, create it.
   1. Select New.
   2. Fill in the form related to the document record.
   3. Select Submit.
5. Link a document record to the contract.
   1. Select Edit.
   2. Select the document record from the list by selecting its check box.
   3. In Actions on selected rows drop-down menu, select Link Documents.
6. Optional: Add a new version of a document to a record
   1. In the Documents related list, right-click the doc record.
   2. Select Upload Version.
   3. Select the file type that you want to upload.
   4. Select OK.