Associating Files with Agreements

You can add files that were created in another program (for example, spreadsheet files) to agreements. These files are stored in compressed form.

To associate a file with an agreement

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Attachments view tab.

3. Create a new attachment record, and complete the fields as appropriate.