Add a Document to a Contract

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There are a number of ways to add a document to a contract.

Add a document via drag and drop

To add a document to a contract, view the contract, then drag and drop the file (from the external drive/network) directly onto it.

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

Add a document from clipboard

Right click on the document and select copy.

With the contract in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

Once added, the document will be accessible via that contract’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the contract. That number will increase as more documents are added to the contract.

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the contract's Documents tab, as follows:

▪open the contract in Add or Edit mode

▪go to the Documents tab in the footer

▪click Add New, or Link Existing

▪select the document from the list.

See Add or Link Existing Document for more detailed information.

Unlink/delete a document from a contract

Unlink a document (ie. remove the link) or delete a document from a contract in this manner:

▪open the contract in Add or Edit mode

▪go to the Documents tab

▪select the document from the grid