Adding Notes and Attachments

Contract Administrators have the ability to add notes and attachments either during the contract draft phase or after a contract agreement has been executed.

How to Add Notes and Attachments

Scroll down to the Notes and Attachments section and click on it to expand it.

You will be given the following options:

• File Upload: Select files to upload or drag and drop them.
• Notes: Manually enter a note to attach or cut and paste text from an external document.
• External Link: Enter a link to an online website or external document.

Uploading a File

Select the File Upload button.

Drag and drop a file into the upload box or use the Upload Documents link within the box.

Click on the Close button when finished.

Your file will now display within the Notes and Attachments section.

Adding Notes

Select the Notes button.

Input a Name and Description for your note.

Click on the Save button when finished.

Your note will now display within the Notes and Attachments section.

Adding An External Link

Select the External Link button.

Input a Name and URL for your link.

Click on the Save button when finished.

Your link will now display within the Notes and Attachments section.

Tips

• You can grant visibility of notes and attachments to suppliers by checkmarking the Access to Supplier box.
• When using the File Upload option:
  • Only 5 files can be uploaded at one time, but an unlimited number of files can be uploaded. Repeat the process as many times as needed to upload your complete file set.
  • Files that can be uploaded: .doc, .docx, .txt, .csv, .pdf, .xls, .xlsx, .jpg, .jpeg, .bmp, .tif, .ppt, .pptx
  • Maximum file size is 100 MB per file.