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  2. Using ContractSafe

Which documents are counted towards the subscription total?

There are several ways to store documents in ContractSafe, but not all of them count towards your total number of available contracts in your subscription.

The total number of contracts available in your subscription is determined by your plan level:

  • Basic (500)
  • Standard (1,000)
  • Professional (2,500)
  • Enterprise (5,000)
  • Need more? Let us know!

*But that total does not include any Archived or Attached documents in ContractSafe. 

To Archive a Contract, click 'Options' in the upper right of the Contract and choose 'Archive'

Screen Shot 2021-02-02 at 11.14.57 AM

You can always view your Archived Contracts on the Contract List page and clicking the Filter button and choosing Archived:

Screen Shot 2021-02-02 at 11.16.49 AM

From there, you can un-archive them by selecting the document and clicking 'Restore':

Screen Shot 2021-02-02 at 11.17.47 AM

**Linked Documents and Amendments are saved as Contracts and will count towards your total.

When should you use an Attachment instead of a Linked Document or Amendment?

An attachment is a supporting document to the Contract that will not count towards your total number of contracts available in your subscription. That also means any attachment won't have its own Effective Dates, Termination Dates, Value, etc. saved like the other Contracts. 

For example in the screenshot below, attached to this Contract is a 2020 Policies & Procedures document so those terms are easily accessible to anyone viewing this Agreement.

Attachments are still included in search results, but they won't count towards your total number of Contracts available in your subscription! Attach away!