The Documents panel lists existing documents associated with this contract and allows you to add and remove documents. The list includes the following information:
Document ID: The document name.
Document Name: The name of the document.
Date Attached: The date the file was added to the contract.
Document Type: The document type, such as doc, jpg, txt, tif, odt, csv, pdf, or hyperlink.
Document Size: The size of the document in kilobytes.
Description: A description of the file.
Attached By: The person who attached the file.
You can perform the following tasks to manage the document list:
Task |
Steps |
Additional Details |
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Add a document |
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View a document |
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Your workstation must have an application that can open the document. The document’s file type is listed in the File Type column. |
Remove a document |
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