The Documents tab within the Unimarket Contracts module serves as a secure, centralized repository for all paperwork associated with an agreement. By digitizing these files, communities ensure that signed contracts, legal addendums, and supporting evidence are easily accessible and protected from physical loss.
The Value of Digital Storage
- Accessibility: Retrieve legal details and signed paperwork at any time from any device.
- Organization: Categorize files by type (e.g., Master Agreement, Insurance Certificate, Addendum).
- Audit Readiness: Maintain a clear history of all revisions and supporting documents in one location.
Accessing the Documents Tab
During the creation of a new contract or while amending an existing one:
- Navigate to the Contracts module.
- Select or create your contract.
- Click the Documents tab from the horizontal menu.
Adding Documents
To upload files to your contract record:
- Select +Add Document.
- Attach/link a document, by selecting Attach Document or Link Document.
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Document Type: Choose a category from the dropdown menu.
- Note: These types are configured by your Community Administrator. Common types include "Contract," "Addendum," or "Pricing Schedule."
- Upload: Click Browse to select the file from your computer. Or insert the URL in the Document URL field (if Link Document is chosen)
- Finalize: Click Add. If you have multiple files, click Add More to continue uploading before closing the pop-up.
Understanding Document Behavior
The category you choose for a document determines where it is displayed within the contract record:
| Document Type Selection | Where it Appears |
| "Contract" Type | A direct link to the file will appear on the Leadsheet (the main overview tab) for high visibility. Note: Users with the View All Contracts role and not a member of the contract. Can view links listed on the Leadsheet, by going to the Documents tab. |
| Other Types (e.g., Addendum) | These files are housed exclusively within the Documents tab to keep the main view organized. |
Administrative Configuration
If you find that a specific document category you need is missing, contact your Community Administrator. Administrators can create custom types via:
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Administration > Modules > Contracts > Document Types tab.
Workflow Navigation
- Continue: Moves you forward to the Members tab.
- Back: Returns you to the Bid tab.
- Cancel: Warning! Clicking this will end the current contract creation session and discard unsaved information.
Best Practice: Always upload the final, executed (signed) version of the contract as the primary "Contract" type. So, it is immediately visible on the Leadsheet for anyone reviewing the agreement.