Add a document to a contract

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

Before you begin

The Managed Documents plugin must be activated.

Role required: contract_manager or admin

Procedure

  1. Navigate to Contract Management > Contract > All.
  2. Select a contract.
  3. In the Documents related list, click Edit.
    All documents stored in the Managed Documents application appear in the Collection list. If the Collection list is long, create a filter of Type is Contract and click Run filter.
  4. In the Collection list, double-click a document.
    The item is added to the Documents List.
  5. Click Save.