Add Attachments to the Contract Documents Section

Adding an attachment option to your Documents section (in the Contract Menu) allows you to upload and store any relevant contract and project documentation that is not generated through OneOffice.

To add custom attachment options:

1. Go to Administration and select ‘Packages’.

2. Click on ‘Install’ next to ‘oneoffice/contract-attachments’. If you have already installed this package but would like to update the sections, you may click on ‘Add again’ to update the structure.

3. Add the name of the options you would like to add. As noted in the instructions for the package install, please separate option names by '|'. Example: Example 1|Example 2|Example 3

4. Click on ‘Add’.

To add custom attachments to your contract:

1. You will now see the attachment options in the Documents section of the Contract Menu. Each option will be listed after selecting, ‘Contract’ under “Filter by Table”

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2. To add an attachment (any document or file not generated within the OneOffice application), click on ‘Add Document’ in the upper right corner.

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3. Select the type of document you are uploading (these are the options you added when installing the package), enter the name of the document, and then upload your document by clicking on browse or dragging and dropping it into the file space.

4. Click on ‘Upload’.

5. If the attachment uploaded is a PDF, supporting documents, comments, and approvals can be added.