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
or the Document ID link of a document in the table and the system will go to the Document Management page of the selected document.
You can add an external document to the current contract by clicking 
icon. The system will go to the Add Document page. Note that all new added documents by this method are non-linked documents(physical documents).
You can delete multiple documents in batch by clicking the Batch Delete icon 
at the upper left corner of the table. Note: Deleting linked document will delete the document shortcut from current entity record while the document and its attachment will be kept intact. They are still visible in Browse Documents page. But deleting actual document will delete the document and its attachment from the system.
You can download documents in batch into the local path by clicking the Batch Download icon 
at the upper left corner of the table.
You can redline the document by clicking the Markup icon 
, the system will then direct you to the Online Document Markup page in a new page.
You can create document(s) to the current contract via copying from existing document(s) by clicking the Batch Copy Documents In icon
. Create Documents by Copying from Existing Documents page will pop up as below.
- 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 
. The system will lead to the page below. Fill in the required information and click the OK button. The system will go back to Manage Contract page and the selected documents will then be copied to the root folder of the target entity records.
You can create linked documents from any existing documents to the current contract by clicking the Create Linked Document(s) In icon
at the upper left corner of the table. When clicking the Create Linked Document(s) In iconPage as below will pop up. Select documents in the table and click the Create Linked Document(s) Out icon
, the selected documents will then be associated to the current contract.
You can create linked documents to another entity record by clicking the Create Linked Document(s) Out icon at the upper left corner of the table.The system will lead to the page below. Fill in the required information and click the OK button. The system will go back to Contract Management page and the linked documents will then be created to the root folder of the target entity records.
