All Collections
Documents and Files
Upload and edit documents on a contract
Upload and edit documents on a contract

How to upload new documents or other files to a contract, and how to edit a file's description or version information

C
Written by Contract Eagle
Updated over a week ago

Audience - all users
​Each contract record in Contract Eagle can have supporting files uploaded to it. These files are visible towards the bottom of the contract preview screen, and sit under the Documents tab within the View or Edit contract screens.
The intention is to allow the contract record to hold supporting documents, but any file type can be uploaded. As such, these help articles will use the terms "document" and "file" interchangeable.
​
If you have Read-Write access to contracts, you can upload files: 

  1. when you're entering a new contract, 

  2. to any existing contract, as an update, or 

  3. automatically via a document request task. 

Document File Types 

You can load virtually any file type into the Documents tab of a contract. If the file you wish to load is text-recognized, such as a Word document or OCR-ed PDF file, the text of the document will be searchable within your contract repository. 

You can upload multiple files against the same contract. There is an effective upload limit of 100Mb per upload. If you need to upload more than 100Mb of files, you'll need to do them in batches. Note, however, that uploading large files will increase the size of your database and may affect its performance.

Upload new documents

When entering new contracts into the repository, the document upload screen will appear as a step in the New Contract Wizard. 

  1. Click the Choose Files button

  2. Browse your PC or network drive for the relevant document(s)

  3. Click Open in the browse file dialog box to return to Contract Eagle

  4. Click Continue

In the next screen you can edit each file's description and/or version information as you wish. See below for more details.

To upload documents for existing contracts, or if you just skipped the step in the Contract Entry Wizard on a new contract:

  1. Open the contract in Edit mode and go to the Documents Tab. For new contracts, go to the Documents tab before you click the final Save.

  2. Click the New link on the right-hand side

  3. Click the Choose Files button

  4. Browse your PC or network drive for the relevant document(s)

  5. Click Open in the browse file dialog box to return to Contract Eagle.

See below for instructions on how edit each file's description and/or version information.

Edit details on new or existing documents

Each file added to a contract can have additional description and version information added. This is useful if the file uploaded has an unhelpful file name such as "IMG-098-4323.pdf". You can do this straight after uploading your files, or on existing files if you go to Edit the contract, and then to the Documents tab:

  1. In the Documents tab, or just after uploading your file(s), click the Edit link beside the document you wish to update details for.

  2. Enter your description or version text in the fields that open below your document. Note that you can drag the handle in the bottom right-hand corner of the Description field if you need more room to enter text. 

  3. Click the Edit link beside any other document to update details.

  4. For existing contracts, click Save when you're done. For new contracts, click Continue to finish entering your contract details. 

Remove Documents

By default, only Power Users or System Administrators can remove documents uploaded to a contract. A System Administrator can enable this for other users by granting the "Contract - Remove Document" access privilege to an existing Security Group, or creating a new group with this privilege.
​
If you have permissions to delete a document from a contract, you will see the Delete option between the View and Edit options for each document in the Documents tab when you are Editing a contract:

Did this answer your question?