There are three types of Related Documents. Attachments allows you to upload any extra documents and "attach" them or store them with a primary contract. Linked Documents allows you to link two or more contracts that you have uploaded into your account as primary contracts, so that if you pull one up you can quickly see there are other Linked Documents. Amendments allow you to link an amendment with its parent agreement so you easily see the whole amendment string in one place.
Understand the three types of Related Documents
Choose the relationship that matches how the document should be used.
- Attachments: Store supporting files with the primary contract, such as statements of work, work orders, insurance certificates, W-9s, presentations, additional signature pages, or drafts.
- Linked Contracts: Connect two or more separately uploaded primary contracts that are logically related. Each linked contract remains its own contract record.
- Amendments: Connect an amendment uploaded as a primary contract to its parent agreement so users can follow the full amendment chain.
Open the Related Documents workspace
Related Documents is available from the Contract & Info Workspace.
- Open the primary contract.
- hover to the left side of the contract page and click Related Documents.
- Choose Add Attachments, Link Contract, or Add as Amendment.
Add and manage Attachments
Attachments are for files that support the primary contract but should not become separate primary contract records.
- Open the contract and select Add Attachments.
- Choose the file or files to upload.
- Confirm that the files appear in the Attachments section.
- Use the pencil icon to rename an attachment when needed.
- Use the download button to download an attachment or the delete button to remove it.
Link related contracts
Use Linked Contracts when two or more primary contract records are related but should remain separate records.
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Open the contract that should display the relationship.
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Select Link Contract.
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Search for the related ContractSafe contract using keywords.
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Select the related contract or contracts and confirm the link.
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Use the unlink button next to a linked contract when the relationship should be removed.
Add and manage Amendments
Use Amendments when a later agreement changes or updates an existing parent agreement.
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Open the amendment or the contract page where you want to create the relationship.
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Select Add as Amendment.
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Choose the parent agreement that the amendment updates.
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Confirm the relationship so the amendment appears in the amendment chain.
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Use the unlink control if the amendment was connected to the wrong parent agreement.
(1) Attachments
The Attachments section in Related Documents is an area for you to store anything related to the contract that you would like to keep track of, including:
- Statements of work / work orders
- Insurance certificates
- W-9s
- Certificates of insurance
- Presentations
- Additional signature pages
- Drafts
- Pretty much anything else you want to keep track of!
Notes on attachments:
i) Attachments do not count toward your total contracts stored for your subscription plan. Only the primary contract counts. For example, if a primary contract has five Attachments, that counts as one contract, not six.
ii) The content of Attachments are not searched when you perform a search in ContractSafe.
(2) Linked Documents
Linked Documents are used to associate together two or more contracts that have been separately uploaded into your account as primary contracts and are logically related to each other. For example, a transaction to purchase an office building will have a number of separate contracts uploaded into your account and you can use Linked Documents to link them all together.
To link these together you can search for the appropriate ContractSafe contracts. You have full search capabilities, so just type in a few keywords to find the associated documents you are looking for, and then check the appropriate boxes!
(3) Amendments
Amendments is used to link an amendment that has been uploaded into your account as a primary contract with its parent agreement. This is like Linked Documents except that it is specifically for amendments. Using this feature shows you the full amendment string as links so you can easily see the amendments and navigate to them for review.
Please reach out to support@contractsafe.com for any questions.