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How do I add attachments? How many can I have?

There is no limit to the number of attachments you can add to a contract or store in your account. 

Use attachments to store all your supplemental documents or files (e.g., SOWs, W-9s, certificates of insurance, emails, etc.) for each contract.  Keep everything organized underneath the main contract.  

Note: Keep in mind that while you can download or view attachments at any time, they aren't directly searchable in ContractSafe. If you search for an attachment, your results will show the main contract it’s linked to, rather than the specific attachment file itself.

To view the attachments, open the contract or document. Once it’s open, hover over the left side of the page and locate Related Documents. The first section displays the contract’s Attachments. 
attachment 1


Understand file types and size limits

Each attachment can be up to 75 MB. The following file types are supported:

  • Documents: .pdf, .doc, .docx, .bdoc
  • Images: .gif, .png, .img, .jpg, .jpeg, .svg, .tif, .tiff
  • Spreadsheets: .xls, .xlsx
  • Emails: .eml, .msg

Convert an existing contract into an attachment

You can select contracts from the Contracts List and convert them into attachments for an existing contract.

  1. Select the checkboxes next to the contracts you want to attach.

  2. Open the Move menu and select Attach to existing contract.

  3. Select the contract that should receive the attachments.

  4. Select Update.

The selected contracts are removed from the Contracts List and added as attachments to the destination contract. Use the available metadata search to find the correct destination contract.

 
These attachments do not count against your contract capacity for subscription/pricing purposes. For example, a Contract Page with five attachments counts as one contract, not six.

Caution: While turning existing contracts into attachments is a good way to save up on precious contract space, doing so will permanently delete data from fields, comments and notes, related documents, approvals, and e-sign.

FAQ: Are the contents/text on my attachments searchable? No, attachment contents are not searchable. You may download the document and upload to ContractSafe as a separate entry to make its contents searchable. 


Please reach out to support@contractsafe.com if you need further assistance.