Add a document to a contract

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Contracts can be associated with documents. Linking a contract to related documents helps keep all relevant information about a contract together and easily accessible.

    Before you begin

    Role required: admin, contract_manager (core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

    Procedure

    1. Open the list of contracts that are used across your deployment.
      • If you are using the core UI, navigate to All > Contract > Contracts > All.
      • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
      • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
    2. Select a contract.
    3. Add a document to the contract.
      • If you are using the core UI, use the following steps:

        1. Click the Manage Attachments (Manage Attachments icon.) icon on the form header.

        2. In the Attachments dialog box, click Choose file to search for and select the document that you want to add to the contract.

      • If you are using the Hardware Asset Workspace or Enterprise Asset Workspace, use the following steps:
        1. Click the Attachment (Attachment) icon on the sidebar of the contract record.
        2. In the Attachments window, click Select to search for and select the document that you want to add to the contract.