Contract Documents
Each version of your contract can have one Contract document stored against it. When uploading the document signatures can be captured via:
Uploading a signed document.
Uploading the unsigned contract, then after the approval uploading the signed contract.
Through the Cotiss E-signature integration.
Contract documents have a maximum file size of 24mb
Viewing the contract documents
When viewing the document, you will be able to view the signed and unsigned contract (if applicable).
Open the contract shell housing the contract documentation
Click on the 'Contract' tab from the section menu
Hover over the document you wish to view
Click 'View' button to open a preview
Variating a contract
When variating a contract, start by clicking 'Request variation' to update the details being varied and progress through the wizard to saved and send the variations for approval.
When variating the contract document, it can be updated and stored as either a variation of the initial contract, or a new master contract.
Once the new version is approved, it will show in the Contracts tab with the hierarchy, date of upload and status for tracking and audit purposes.
Supporting documents
In addition to the core contract document, supporting documents can be attached to the contract record.
Supporting documents can not be signed through the E-Signature integration.