The Documents tab is used to upload/store the signed contract and any other supporting documents, associated with the contract.
This is an ideal place to include any legal details or signed paperwork, associated with the contract.
By keeping the documents stored electronically, contract documents will always be easily accessible in a paper-free digital format, that can be accessed at any time.
Access the Documents Tab
To access the Documents tab, select Documents.
Add Documents
To add documents, select +Add Document > a pop-up box will appear > in the Document Type field, select the desired available options.
Document types are configured by Community Administrators and if the desired document type is not listed, please reach out to a Community Administrator. For instructions about how to create customized document type, refer to help article Contracts Administration Module.
Select Browse, to upload the desired document > click Add. If you desire to add additional documents, select Add More.
Once completed, select Continue to proceed forward. To go back to the Bid tab, select Back. Cancel will end all entered contract information, to begin a new contract.
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Note: For additional information, refer to help articles: Viewing & Managing Contracts or Creating a New Contract - Manually. |