Add supporting documents to the contract request

Add one or more supporting documents from your computer, cloud storage, or activity stream.

Before you begin

Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

About this task

• The contract request supports single or multiple supporting documents. Only contract documents are sent for signature.
• You can attach multiple documents in a single action.
• You can't attach multiple supporting documents with the same name.
• In the Draft state, contract users can attach supporting documents.
• In the Work in Progress, Awaiting Review, Awaiting Approval, Awaiting Signature, and Contract Signed states, both contract users and fulfillers can attach supporting documents without impacting the contract workflow.

Procedure

1. Navigate to your workspace.

2. Open the contract request.

3. Navigate to the Supporting Documents tab.

4. Select Attach Document.

5. In the Attach documents form, select a storage source and upload one or more documents.

   • To upload from your computer

     • Select Computer.
     • Select Add file and attach one or more documents.
     • Select Upload when single file is attached or Upload All when multiple files are attached. A preview is available for image files only.
     • After the file is uploaded, select Attach. To rename the file, use the Actions

-   **To upload from the activity stream**

    The activity stream includes documents attached while requesting changes for a contract or documents received through email. The **Document** field appears when you select this option.

    -   Select **Activity stream**.
    -   From the **Document** list, select one or more documents.
    -   Select **Attach**.
-   **To upload from an external storage**

    This option is available only when external storage is enabled. The **External storage** field appears when you select this option.

    -   Select **External storage**.
    -   From the **Document** list, select one or more documents.
    -   Select **Attach**.

Result

The selected files are attached and listed in the Supporting Documents related list.

Parent Topic:Use non-self-served contract request