You can add Contract documents to a Contract in the same way as adding other linked records.
- Navigate to Contracts and open up the Contract
- Scroll to the bottom of the Contract record to the sub tabs and select Documents
- Click [New], the Create Document form will be displayed
Fig 1 - Adding a Document to a Contract
Folder - Select a Folder for the Document from the drop down list - These folder names can be adjusted to your requirements within the Value Set screen under the option Contract - Document Type
Title - Name for the Document - this may be something more generic than the actual Document Title
Attachment - Here you can select the document in three ways:
From this Device
If this is the first time a document is uploaded into the system then use the the Select File [...] option, this will open up a browser window for you to select the document, once saved the document will appear in the Attachment(s) section.
Alternatively you can drag and drop a file into the field.
From Document Library
If the document has been previously uploaded then you can just find it within the intelligentcontract Library files, use the magnifying glass icon to open up the Library files, here it will display all the documents that have previously been uploaded into your account, you can search and find your document, once selected, press [OK] and the document will appear in the Attachment(s) section.
Fig 2 - Library Find Screen
Specify an External Link
If you have got the feature of using External File links activated in the Configuration screen then you will also see an option to insert a file link rather than actually uploading the document. Choose the option of 'Specify an external link' enter the details in the field and then press + to add the link then Save.
Fig 2 - External File Link option
For more details on activating the External Link feature please click here.
TIP: More information regarding the intelligentcontract library can be found here
TIP: Multiple documents can be added to one Document record
TIP: The following document types are allowable for upload into intelligentcontract. Other document types can not be uploaded to intelligentcontract for security purposes:
- MS Office documents
- plain text
- Video files
Note: If you have Online Documents switched on for your account you will have an additional option 'Create New'
Please refer to this article for more details about how to create online documents