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Document management

Creating and managing additional documents

At any stage of the document lifecycle, users can attach additional documents to the Contract Express Document by uploading them with the document details page. To enable this option, you need to:
  1. Enable it for the required template (see Enabling document upload for a template).
  2. Check whether
    Upload supplementary documents
     action is enabled in
    Admin
     >
    Features
     for the required document status (see Managing actions availability based on documents’ statuses).
Additional documents also can be sent for eSignature along with the Contract Express generated documents.
Contract Express supports any file format that can be signed electronically. Although Contract Express itself does not impose restrictions on the file size of the uploaded documents, it is highly recommended not to exceed the limitation of 25 Mb for a single file due to eSignature platform limitations (for more details see the appropriate eSignature documentation). Also, see eSigning documents for more information about electronic signature of documents.
To upload additional documents:
  1. Click
    Attach file
     in the
    Documents
     section on the document details page.
    Uploading additional documents.
  2. Drag and drop or browse for the required documents.
  3. Click
    Upload
    .
    Uploaded documents will be added in the Documents section of the Document details page.
Contract Express supports version control for the uploaded documents. To upload an updated version of the document you can either:
  • Upload an updated version of the document
    with the same name
     using
    Attach document
     button.
  • Use the Three ellipses with different options. button found in the row of the document to be updated, and select
    Upload new version
    . In this case you can upload a document
    with any name
     and it will be treated as the next version of the corresponding document.
To view the versions of the uploaded additional document, select button, and select
View versions
. In the opened panel, you can download any version of the document.
Document versions.
You can delete the uploaded additional documents, if they are not yet signed or sent for signature. To delete an additional document, click , and then select
Delete
.

This article applies to:

  • PRODUCT: Contract Express