You can create internal folders that contain any documents related to the contract and once created, you can import your documents into it. This is useful for documents that you would like visible for the entire contract, rather than in a specific area such as a benefit record. This is available by accessing the Folders tab on a contract record.
This may be called Documents or another title depending on your specific system customisation.
Create a New Document Folder
To create a new document folder, navigate to the Folders tab and on the related list shown click New in the top right corner.
A screen will appear for you to identify the name of the folder and will automatically associate that folder to the contract record you are currently on. Click Save to create the folder.
If you wish to create a sub-folder within an existing folder, follow the same steps but populate the Parent Folder lookup field with the name of the document folder you would like it to sit within.
If the checkmark for Visible to Awarded Supplier? is checked (true) for a folder, all documents uploaded to that folder will be made available to the awarded supplier linked to the contract through their supplier portal account. All other folders remain visible internally only.
Upload a Document
To add a new document on a contract,
- Click on the folder where the document is to be saved (blue hyperlinked folder name) to open the folders page
- You can either Upload Files to choose a file or drag and drop the files into box as described.
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