Open Documentation Menu

Adding documents to a contract

You can add one or more documents to a contract. Adding can be done by drag & drop or via the menu.

Drag & drop - This is how it works

  1. Open the contract.

  2. Drag & drop the document to the display area.

Menu - This is how it works

  1. Open the contract.

  2. Select Documents > Search computer.

  3. The dialog for selecting documents opens. Navigate to the desired file and select it.

If a document with the same name already exists, a dialog appears. You can now select whether you want to upload the document anyway or cancel the upload. If versioning is enabled, a new version of the document is created when you upload it. If versioning is disabled, the file is overwritten.

The following special conditions apply to Office files:

  • Office files have their own title. This means that if you previously set a different title in the detail view and then upload an Office file, the title of the Office file will be set by SharePoint.

  • PPTX files exhibit an error whereby after you set the title, only the title and possibly other fields are displayed until you change the document type.

    This behavior also occurs in SharePoint. In SharePoint, however, the other properties are also displayed in the table view, though they are missing in the info view.

    After you change the document type, the other fields are visible again and the previously saved values are retained.