Adding a Contract and Attachment
Once you create a document package using the Document Package Wizard, and select the documents that will be negotiated in the package, you may need to add an attachment for one of the documents, or add a new contract as negotiations progress.
Adding an Attachment to a Document Package
Adding a Contract to a Document Package
Before a new contract document can be added to a document package, it must be uploaded to the Contract Profile. If the new contract is replacing an existing contract in the package, be sure to delete the old contract.
- Click on Documents in the Navigation Toolbar. You can also add a contract from the Document Packages screen in a Contract Profile.
- In the Documents menu, click the Document Packages link.
- In the screen, locate the package by scrolling through the list, or typing the name of the package into the Search field and pressing the ENTER key on your keyboard.
- Click the package's document icon.
- In the Document Package Profile, ensure the Documents tab is selected in the bottom section of the screen.
- Click Add Contract.
- In the Upload Contract dialog box:
- Locate the contract you want to add to the document package, and select its check box.
- To select all the documents, click in the first check box, located to the left of the Revision column.
- Click Upload.
