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What doesn't count toward my ContractSafe contract limit?

Find out how archiving expired contracts and saving supporting files as attachments keeps them out of your subscription's contract count.

Archived contracts and Attachments don't count toward the contract limit on your ContractSafe subscription. You can move expired contracts to the Archive and save an unlimited number of attachments with each contract, so you make the most of your account without reaching your contract limit. To see your current plan, check your subscription and billing details.

Archived contracts

You can move any contract to your Archive, which is like cold storage. Typically, this is used for expired contracts, and you always have the option to restore your archived contracts. To find them, go to the Contracts page and use the Filters dropdown > Archived.

Contracts page Filters dropdown with the Archived option

Note: Archived contracts won't be included in your general searches and reporting, and they won't be included in bulk exports of your contracts and data. All date reminders will also be disabled for Archived contracts.

Your archived contracts are included when identifying duplicate entries. In some instances, you may see some contracts renamed as "dupe_NameHere" despite having no duplicate on your contracts list.

See also: How can I archive expired contracts?

Attachments

You can also save an unlimited number of attachments with each contract, and these attachments won't count toward the total number of contracts available in your subscription. Typical examples are statements of work, certificates of insurance, drafts, and tax documents. Attachments are one of the Related Documents types.

For example, in the screenshot below, Amendment #1 and a Rate sheet are saved as Attachments and are easily accessible to anyone viewing this Contract Page.

Related Documents section on a Contract Page with Amendment #1 and a Rate sheet saved as Attachments

Actions available for attachments

  • Pencil icon: Edit the name of the attachment.
  • Cloud/Download icon: Download the adjacent attachment.
  • Eye icon: Open a new tab with a preview of the document.
  • Trash/Bin icon: Delete the attachment. Note that attachment deletions are final and irreversible.

Attachment row with the pencil, download, eye and trash icons

For upload steps, see How do I add attachments? How many can I have?

Before you turn contracts into attachments

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

ContractSafe entries that don't contain any document are still counted towards the subscription limit, as each entry keeps a record of metadata, may contain attachments, and is functionally the same as an entry with a document in it.

Please exercise caution when turning existing contracts into attachments.

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