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

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. 


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, search and find your document, once save the document will appear in the Attachment(s) section.


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
  • XML
  • Zip
  • JPEG
  • PNG
  • GIF
  • TIFF
  • HTML
  • plain text
  • RTF
  • Video files