Add a File to a Contract
You can add files related to your contracts, including scanned agreements, blueprints, pictures, or any other important documentation.
To add a file to a contract:
- In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
- From the Main Menu, select Contracts and Commitments, and then select Contracts.
- In the table, select the contract to which you want to add the file.
- On the Contract Details page, select the Files tab.
- On the Files tab, select Add.
- In the Add File dialog box, in the Select Folder section, select a folder in the project library.
- In the File field, select a file.
- Select Upload.
Last Published Tuesday, November 19, 2024