Contract Change Order - Add/Edit/View - Attachments

Updated 6 days ago by Customer Service

----------------- Cut and pasted to be updated

Overview

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 Attachments on the Contract General form. (See Contract Change Order - General for more information).

Attachments are general types of file to be included with the Contract Change Order such as specifications or blue prints.

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

For New Contract Change Orders or existing Contract Change Orders, files can be uploaded or removed regardless of the Status. See Contracts Change Order - Status for more details.

To add or delete Attachments

Navigate to the Attachments on the Contract General form

Depending on whether files have already been uploaded or not or the upload function was previously clicked, the box may appear slightly differently.

The following is how the box appears if no documents have been uploaded and the function has not yet been clicked:

The following is how the box appears if a document has been uploaded or the function previously clicked:

To upload Attachments, see Contract Change Order - General - Attachments - Upload.
To delete Attachments, see Contract Change Order - General - Attachments - Delete.
To view Attachments, see Contract Change Order - General - Attachments - View.
Add, Edit or View additional information on the Contract Change Order, see Next Steps below.
OR
Click the Save button when all the changes have been made.
OR
Click the Close button to not make the changes.