You can import supporting documents in a version aware agreement. You can also select Document Type while importing the supporting document. The Import Supporting Document option is available irrespective of the agreement status and status category.
To import supporting documents
- In the Agreement Action Panel, click Import Supporting Document.
This displays the Import Supporting Document page.
- In the Select the File section, click Browse. The Open window appears.
- Navigate to the file you want to upload. Select the file and click Open.
In the Click the "Attach File" button section, click Attach File.
- Repeat steps 2 to 4 to import multiple documents.
From the Select Document Type dropdown, select Supporting Document.
You can select any Document Type except Agreement Document and Executed Document. You can also select custom document types.
- Click Import.
After the documents are imported, click Return.
You are navigated to the Agreement Detail page. The imported documents are added as a major version with the name as Supporting Document in the Document Version related list.