Contracts - Add/Edit/View - Signed Documents

Updated 2 weeks ago by Customer Service

When adding or editing a Contract, there is a General form that has all the general information pertaining to the Contract.

The Contract General form has various sections.

This help pertains to the Signed Documents on the Contract General form. (See Contract – New - Form Layout and Navigation or Contract – View/Edit - Form Layout and Navigation for more information).

Signed documents typically refers to contracts that have been signed by all the parties.

Any type of file can be uploaded in the Signed Documents section. It can also be removed and viewed.

For New Contracts, Signed Documents can be added.
For Editing Contracts, Signed Documents section can only be changed if Contracts are in certain Status. See Contracts - Status for more details.

To upload and/or delete Executed Documents, see Contracts - General - Files - Upload and Delete.
1. To view Executed Documents, see Contracts - General - Files - View.
Add, Edit or View additional information on the Contract General form, see More Information below.
OR
Click the Save button when all the changes have been made.
OR
Click the Close button to not make the changes.
OR
If editing an Inspection, the Inspection can be deleted directly from this form, click the Delete button.

To change the status from the default of Draft, see Contracts - Edit - Status.

Attach or manage inclusion and exclusion documents, see Contracts - Add/Edit/View - Inclusions and Exclusions.

Create or manage Contract Schedule of Values, see Contracts - Schedule of Values.

Create or manage Contract Financial Markups, see Contracts - Financial Markups.