Adding documents to contracts.

You can attach a document to a contract created for an entity.  To add a document to a contract:

1. Go to the “Manage Entities” section:

   

2. Click the details button for the entity to which the contract is attached:

   

3. Select the “CONTRACTS” tab:

   

4. Click the “Add documents” button:

   

5. If you would like to upload a new document for this particular contract, click the “ADD A FILE” button to select a file from your computer’s hard drive:

   

6. Then add a document name and other details and click the “SAVE” button:

   

7. If you would instead like to use a file that has already been uploaded for the entity, select the “Choose an existing document” tab:

   

8. Click the “SELECT DOCUMENT” button next to the existing document you want to attach to this contract:

   

9. Whether you upload a new document or attach an existing document, you will now see that the “Add documents” button registers that the contract now has one document attached:

   

You can attach multiple documents to each contract.  To add documents to an entity without immediately attaching them to a contract see our article on uploading documents to entities.