Add a document to a contract
Contracts can be associated with documents. Linking a contract to related documents helps keep all relevant information about a contract together and easily accessible.
Before you begin
Role required: admin, contract_manager(core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)
Procedure
Open the list of contracts that are used across your deployment.
- If you are using the core UI, navigate to All > Contract > Contracts > All.
- If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
- If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
- Select a contract.
Add a document to the contract.
- If you are using the core UI, use the following steps:
- Click the Manage Attachments
- If you are using the core UI, use the following steps:
Image omitted: attachments-icon.png
Manage Attachments icon.icon on the form header.
Manage Attachments icon.icon on the form header.
2. In the Attachments dialog box, click **Choose file** to search for and select the document that you want to add to the contract.
- If you are using the Hardware Asset Workspaceor Enterprise Asset Workspace, use the following steps:
1. Click the Attachment \(
Image omitted: attachments-icon.png
Attachment icon\) icon on the sidebar of the contract record.
Attachment icon\) icon on the sidebar of the contract record.
2. In the Attachments window, click **Select** to search for and select the document that you want to add to the contract.
Parent Topic:Create a contract
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