Add supporting documents to the contract request

As a contract user or fulfiller, add single or multiple supporting documents to the contract request and classify them.

Before you begin

Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

About this task

• The contract requests supports the upload of single contracts or multiple contracts and supporting documents. Only the contract documents are sent for signature.
• You can attach multiple documents one at a time.
• You cannot attach multiple supporting documents with the same name.
• A contract user can attach supporting document when the state is Draft.
• A contract fulfiller can attach supporting document when the state is Work in progress,

You can attach supporting documents only when the State is Draft or Work in progress.

Procedure

1. Navigate to your workspace.
2. Open the contract request.
3. In the Supporting Document tab, select Attach Document.
4. In the Upload from drop-down, select a storage type and upload a new document.
   • Computer: Select Attach File and upload a document.
   • Inbound Email: In the Document field, select the document that is displayed based on an attachment in the activity stream.
5. Optional: Add more information about the document in the Work notes field.
6. Select Upload.
   The selected file is attached and listed in the Supporting Documents related list.