CIPAceTM HelpManage Contract Documents |
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Navigate Here: Implementation > Contracts > Browse Contracts > select a contract > Documents tab
From the Documents tab, you can view all documents associated with the current contract.
A brief summary of each file displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Is Linked Document, Mark Up and Download. You may sort the records by clicking the linked column header. If there are too many records to display in one page, you can use the navigation control to view another page, or you may increase the number of records per page.
Click the view icon
You can add an external document to the current contract by clicking
You can delete multiple documents in batch by clicking the Batch Delete icon You can download documents in batch into the local path by clicking the Batch Download icon
You can create document(s) to the current contract via copying from existing document(s) by clicking the Batch Copy Documents In icon
- You can find the documents you want by specifying the search conditions and pressing the Search button. - Select the documents to be copied and click the Save button. New documents will be created for the current contract and the system will go back to the Documents tab page of the Contract Management page. Key Words, Description of the source documents will be copied to the new documents as well. You can batch copy documents of the current contract to another business entity record (as new documents) by selecting the specified documents and then clicking the Batch Copy Documents Out icon
You can create linked documents from any existing documents to the current contract by clicking the Create Linked Document(s) In icon
You can create linked documents to another entity record by clicking the Create Linked Document(s) Out
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