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  2. Contract Management

Contract Documentation

Store core contract agreement files against the contract record

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. 

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).

Variating a contract

When variating a contract, the contract document can be updated and stored as a variation of the initial contract, or a new master contract. 

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.