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Agreement Tracker

Attach a document

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What you'll do

Attach a file, such as a signed contract, SOW or invoice, to an agreement so everyone can open it from the register.

Steps

  1. On the Agreements tab, select the agreement to open it.
  2. Select 📎 Add Document.
  3. Under What type of document is this?, select a type such as Contract, SOW or Invoice. To use your own label, type it in the box and select Next →.
  4. Choose the file from your computer.
  5. Wait for the message that the document is attached. A View button for it, such as View Contract ↗, now appears on the agreement.
The Attach Document window asking what type of document this is, with buttons for SOW, Contract, NDA, Invoice, Quote, Amendment, Renewal and Other.
The Attach Document window asking what type of document this is, with buttons for SOW, Contract, NDA, Invoice, Quote, Amendment, Renewal and Other. Example data.

Tips

  • You can attach PDF, Word, Excel, CSV, email (.eml and .msg) and image files.
  • Attach as many documents as you need. Several files with the same label are grouped under one button.
  • To remove a document, select ✕ beside it. This removes the link from the agreement but does not delete the file from SharePoint.
  • Archived agreements do not show 📎 Add Document. Unarchive the agreement first.
  • Only people with the Agreement Editor role can attach or remove documents.