Uploading a Document

The administrator has:

Turned on the Global Documents toggle in CLM Feature Management admin setting.
Configured the Document Group attributes in Common Attributes.
Enabled the feature flags for Property-based Access Control (PBAC) for document group settings to be enforced.
Enabled and configured PBAC for all permission groups assigned to your user account.
Note: If PBAC is not configured for all permission groups assigned to a user, that user may retain access to restricted documents through other groups. Contact your administrator to confirm that PBAC is configured correctly.

You can upload a document with a specific document type to a contract.

Contract documents often vary in sensitivity. Some are intended for both internal and external audiences, while others contain confidential information that must be restricted to specific users. The Document Group attribute controls which users can access a document, ensuring that sensitive documents are visible only to the appropriate groups (for example, Private Group, Public Group, or Confidential Group) as configured by your administrator in Common Attributes.

The supported file formats are: .doc, .docx, .pdf, .png, .rtf, .txt, .xls, .xlsx, .msg, .bmp, .eml, .jpg, .jpeg, .log, .ods, .pptx, .tif, .xlsb, and .xlsm.

On the left panel, click Documents.
Click Upload.
To upload a local file, click Local File tab.
1. Drag and drop the document you need to upload or click Browse Files to select a document from your system.
  Note:
  The supported file size limits are:
  500 MB for .doc, .pdf, .png, .rtf, .txt, .xls, .xlsx, .msg file types.
  200 MB for .txt & .rtf file types.
  100 MB (based on XA).
  175 MB (non-XA template based) for .docx file type.
2. After you attach the document, select the document type for the uploaded document from the DOCUMENT TYPE drop-down.
3. From the Document Group drop-down, select a document group for the document.
To upload a file from the global document repository, click Global Documents tab.
A list of documents matching the effective date, expiration date and associated entities from the global repository is displayed.
Select one or more documents to upload to the contract.
Click Upload.

The newly added documents are displayed in the Documents tab file list.

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Uploading a Document

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