When you add a contract document from your desktop, you must specify the following:
Description
Category, which is the document category for the contract document.
Document Type, which is either a file name or a web address.
Note: For a business document in the Approved status, you cannot add a contract document in the Contract or Approval Abstract category.
When you update a contract document, and it was originally added from the desktop, you can change the description and the document category.
If the Contract Source of the business document is Attached Document, you can specify that an attached document of the Contract category be the Primary Contract Document; in this case, the document type must be File.
When processing a particular business document, click the Manage Contract Documents button.
This displays the Manage Contract Documents page, showing all the contract documents attached to the business document.
Adding a Contract Document from the Desktop
If you want to add a contract document from the desktop, in the Actions field, select Add New Document, and click Go. Continue at step 4.
Updating a Contract Document that was Added from the Desktop
If you want to update a contract document that you originally added from the desktop, click the Update icon for that contract document in the results section of the Manage Contract Documents page. Continue at step 4.
Add or update the following fields:
Description: Enter a short description for the document.
Category: Select a Category for the new document.
When the Contract Source for the business document is Attached Document, and the Category is Contract, you can select the check box Primary Contract Document.
If another contract document already exists as the Primary Contract Document, then you will be warned of the consequences of your desired action, as follows:
If you are adding a new document and marking it as the new Primary Contract Document, a message appears which warns you that your action will replace the old document with the new document; the old document will be removed from the list of contract documents.
If you are updating an existing document and marking it as the new Primary Contract Document, a message appears which warns you that your old document will no longer be the Primary Contract Document; the old document will continue to exist in the list of contract documents.
When you add a contract document, in the Document Type field, select File or Web Address, as required:
File: Enter the document location and file name. Optionally, click the Browse button to locate the file.
Web Address: Enter the URL of the web address from which you want to add the contract document.
Click Apply.