Add Contract Attachment Folders

Adding an attachment section to your contract menu allows you to upload and store other relevant contract and project data, separated by custom sections.

To add attachments to your contract menu and customize the sections based upon the types of documents you plan to upload and store:

 

  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 sections you would like to add. As noted in the instructions in the packages section, please separate section names be '|'. Example: Example 1|Example 2|Example 3

  4. Click on ‘Add’.

  5. You will now see an ‘Attachments’ section on your contract menu with different sections or folders by the previously named sections.