How do I attach a file or document to a contract?

Adding documentation and attachments to a contract, which can also be categorised or marked as confidential. There are three routes: uploading a file from your computer via the 'Attachments' tab, creating one through document creation, or taking one from the document library.

To keep a contract complete, it is useful to include all important contract documentation and other attachments with the contract. These attachments can also be categorised or classified as confidential. You can read more about this here.

Upload a file from your computer

1. Navigate to the relevant contract via Contracts > Contracts.
2. Open the 'Attachments' tab. Here you see in the top table all contract attachments you're authorised to view.
   
3. Click on the blue 'Upload' button.
   
4. In the file explorer, select the file you want to upload.

Through document creation

It is possible to create a document directly from VendorLink using templates. We do this with the Document creation function. These templates can be configured under Admin > Contracts settings > Tables > Document creation templates.

1. Navigate to the relevant contract via Contracts > Contracts.
2. Open the 'Attachments' tab. Here you see in the top table all contract attachments you're authorised to view.
3. Click on the magenta 'Document creation' button.
   
4. A pop-up window opens. Click 'Add' to choose a template.
5. A new pop-up window with templates opens, choose one or more templates and confirm your choice by clicking 'Add'.
6. You will now return to the first pop-up window. You will see two boxes, left and right. Content in the right box will be present in the document when the document is drawn up, content in the left box will not. At the top of the window, click the template you want to add to the document, and make sure that all content that must be present in the document is in the right box.
7. Click on 'Create document' to create the document. The document will now be in the overview with attachments.

From the document library

It is possible to add documents directly from Contracts > Document Library as an attachment to a contract. This way you can easily add documents that you have already uploaded in the general library to a contract.

1. Navigate to the relevant contract via Contracts > Contracts.
2. Open the 'Attachments' tab. Here you see in the top table all contract attachments you're authorised to view.
3. A pop-up window will open. Click on the 'Document library' button.
4. Select a contract document creation template. This template determines the available text blocks, any formatting template, etc.
5. The document creation process has been created and you will enter the details of the process. These details can always be found via Contracts > Document creation templates (menu on the left).
6. Here you can see the available text blocks and you can edit them if desired. Blocks that are not editable in the creation template cannot be edited here. You can also add or remove blocks.
7. As soon as you want to have the content of the document checked by the supplier, click on 'Send invitation'.
8. It is mandatory to select a contact person of the supplier, this is where the invitation will be sent. This contact person can then log in to the Supplier Portal and give approval or rejection per block or for the entire document. They can also add comments per block.
9. If a block has been rejected by the supplier, you can change it and resend it for approval via the 'Resend invitation' button. You can also delete the block.
10. As soon as all existing blocks are set to 'Approved', a 'Create document' button will appear. With this you can generate the final document, this document is saved with the documents of the contract.