Working with Documents
In the Documents tab, you can view all documents available in the agreement. When an agreement is version-aware, you can view the latest version of a document and click the expand icon to view older versions. You can also delete a document or multiple documents based on the user or profile permission. You can configure the columns that are visible on the Documents tab.
The following screenshot shows the Documents tab.
Prerequisite
The Documents tab must be configured by your administrator to view the Documents tab. For more information, see Configuring Documents Tab in Lightning.
To delete a document
To configure the columns
-
Click the settings icon (
) to configure the fields to view the Select Fields to Display popup.
-
To add a new column, select a field from the Available Fields and click
the
icon to move the field to Visible Fields.
-
To remove a column, select a field from the Visible Fields and click the
icon to move the field to Available Fields.
-
To reorder the columns, click
or
.
- Click Save.
