Use the Documents button on a contract record to upload, view, and download contract documents in one place. What you see depends on the contract arrangement type and your user role.

Prerequisites

• You have permission to view and edit the contract record.

Open the contract documents

1. Open the contract record.
2. Click Documents at the top right of the contract record.
   The Documents popup opens. It lists files from across the contract record, including external shares and SharePoint references.
   Select the folder you want to open to see the files.
   

Upload a document

1. Open the contract record and click Documents.
2. Select the folder where you want to upload the file.

3. Click Upload and select the file.
   The file appears in the Documents popup.
   

Download all documents as a zip file

Use this to get every attachment in a contract hierarchy in one download, including attachments on extensions, payments, and meetings.

1. Open the contract record and click Documents.
2. Click All Documents. 
3. Click Download All. 
   The zip file contains every attachment in the contract hierarchy.
   

Document modes and visibility

Document visibility depends on the Contract Arrangement Type and the user viewing the contract.

Mode	Intended Audience	Applicable Contract Arrangement Types	Key Detail
Contract documents	Internal system users	Standalone, Head Agreement, and Subcontract	Documents relevant only to internal users.
Shared externally	Suppliers logged into the system	Standalone and Subcontract	Suppliers can view these documents when they open the contract details.
Head agreement documents	Users viewing a Subcontract	Subcontract only	Shows all documents attached to the parent Head Agreement.

What's Next / Related

• Create and Manage Contract Types
• Manage a Contract
• Navigate the Contracts Dashboard

Limits & Notes

• The default upload limit is 10 MB per file. To increase it, contact your Customer Success Manager or the Support Team.
• There is no limit on the total number of files per contract.
• Put documents in the correct folder for the intended audience.
• External Mode only applies when suppliers are expected to log into the system.