Adding and Managing Attachments in a Contract

Adding and Managing Attachments in a Contract

Add Files

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract you want to add files to. 
  3. Click More  in the contract details panel on the left, then choose Attachments.
  4. Click Attach Files, then choose the files that you want to attach.
  5. Click Attach to add the selected files in the contract.

Add Links

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract you want to add files to. 
  3. Click More  in the contract details panel on the left, then choose Attachments.
  4. Click Attach Links, then enter the URL and Name in the respective fields.
  5. Click Add More to add another link, then click Add. 
Note:
  1. You can add any number of attachments to a contract, but their combined size must not exceed 100 MB.
  2. If your subscription downgrades to the Free plan, you will only be able to view files and links that were attached during the paid plan.

Managing Files

You can view, rename, download, and delete the files attached to your contract. 

View a File

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose file you want to view. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the file name, then choose View. 

Rename a File

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose file you want to view. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the file name, then choose Rename.
  5. Enter the new name, then click Update. 

Download a File

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose file you want to download. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the file name, then choose Download.

Delete a File

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose file you want to delete. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the file name, then choose Delete.
Note: Deleting a file is permanent and cannot be undone.

Managing Links

You can open, edit, copy, and delete the links added to your contract.
  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract containing the link you want to open. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the link, then choose Open. 
  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract containing the link you want to edit. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the link, then choose Edit. 
  5. Enter the link and click Update.
  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract containing the link you want to copy. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the link, then choose Copy Link. 
  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract containing the link you want to delete. 
  3. Click More  in the contract details panel on the left, then choose Attachments. 
  4. Click More  next to the link, then choose Delete.
Note: Deleting a link is permanent and cannot be undone.