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Attachments in Salesforce Contracts

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Attachments in Salesforce Contracts

The Contract Attachments allow you to upload, delete, search, and download the files from the list of attachments.

You can attach, remove, search and download files from a contract document version.

Attach a File to a Contract Document Version

You can attach one or more files to a contract document version.

To attach a file to a contract document version:

  1. On the Contract record detail page, expand the Contract Documents page.
  2. Select the version of the contract to which to attach the file.
    Select version from the version dropdown.
    Note
    Note Can only add or remove the attachments of the draft contract document version.
  3. Click Upload Files under Contract Attachments. You can also drag the files from their original location to Contract Attachments.
    Upload files or drop files to add as attachment.
  4. Find and select the file from your computer, and then click Open.

The files are attached to the contract document under the Contract Attachments section.

Delete a File from a Contract Document Version

You can delete attached files from a contract document version.

To delete an attachment from a contract:

  1. On the Contract record detail page, expand the Contract Documents page.
  2. Select the version of the contract from which to delete the file.
    Select contract document version.
    Note
    Note Can only add or remove the attachments of the draft contract document version.
  3. Hover over the file to delete.
  4. Click the trash button next to the file to delete it.
    Select trash icon to delete contract attachment.

The files are deleted from the contract document.

Search a File from a Contract Document Version

You can search attached files from a contract document version.

To search for an attachment from a contract:

  1. On the Contract record detail page, expand the Contract Documents page.
  2. Select the version of the contract from which to search the file.
    Select contract document verison.
  3. Click the expand button on the Contract Attachments.
    Expand button to view expanded view of contract attachments.
  4. This will provide an expanded view of the contract attachments.
    Search attachement to search for a file.
  5. Type the name or type of the file in the Search Attachment field to search for a file.

Download a File from a Contract Document Version

You can download the attached files from a contract document version.

To download an attachment from a contract:

  1. On the Contract record detail page, expand the Contract Documents page.
  2. Select the version of the contract from which to search the file.
    Select contract document version.
  3. Click the expand button on the Contract Attachments.
    Expand button to provide expanded of contract attachments.
  4. This will provide an expanded view of the contract attachments.
    Download button to download the attachment.
  5. Click the Download button next to the file which you want to download.
 
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Salesforce Help | Article