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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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

  1. 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.
  2. Add a document to the contract.

    • If you are using the core UI, use the following steps:
      1. Click the Manage Attachments
Image omitted: attachments-icon.png
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.
    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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