Adding Documents to a Contract

How to Add Documents to a Contract

Upload a Document

1. Go to Menu → Contracts.
2. Select the contract.
3. Open the Documents tab.
4. Select Add Document.
5. Choose a file and upload it.

Supported File Types

PDF
JPG
JPEG
PNG
GIF
MP4
MOV
DOC
DOCX
XLSX
PPTX

Add a Contract Template Document

Documents added to a contract can also be added to the contract template.

Note

• Template documents are applied only to newly created Contract Assets.
• Existing work orders are not updated.

To upload a document:

1. Select the file.
2. Rename it if needed.
3. Choose a Viewable By permission.
4. Select Submit.

Viewable By Permissions

The selected permission determines who can view the document on the work order.

• Office Admin — Only Office Admin users can view the document.
• Office Staff — Office Admin and Office Staff users can view the document.
• Technician — Office Admin, Office Staff, and Technician users can view the document.

This permission structure applies to all documents in Lexul.