Add documents to the contract library

You can add a document to the contract library by:

• Uploading a local document

• Copying a document from the reference library

• Generating a document from a template - see Generate documents from a template

Upload a document

1. Navigate to the contract library (see Contract library).

2. Click Add Files and select Upload.

   The Add Files window is displayed.

3. Click Choose Files to select the documents to add. You can also drag and drop documents from Windows Explorer.

   Warning If there are problems with any of the selected documents, you cannot upload them. Errors are indicated by a red warning triangle . Move the mouse over the icon to see an explanation of the error, and make the correction before trying to upload the documents.

   You can click to remove a single document, or click Remove All to remove all of them.

4. Edit the Names of the documents if required.

5. Select the check boxes to apply the following properties to the documents:

   • Visible in Contractor Portal

     If you do not select this check box, AVEVA Contract Risk Management will not display the document when a contractor user views the contract library. This permission has no effect on company users' access to the document.

   • Confidential

     If the document contains sensitive information (such as financial information) and access to the document should be limited, select Confidential. Only users with a contract role which has Confidential access will be able to view the document. Users that do not have confidential access will be able to view the document title only.

   • Enable Version Tracking

     If version tracking is enabled, a (V*) suffix is appended to the document name. If the document has only one version, it will be displayed as (V1). As new versions are added, the version number is incremented by one (V2, V3, ...).

6. Click Add x Files to upload the documents to AVEVA Contract Risk Management.

   Progress bars display the progress of the document uploads. If the uploads are taking too long, you can click Cancel to stop the upload of any documents which have not yet successfully been uploaded. This button is only visible when there are pending uploads.

7. If any of the document uploads failed, you can click Retry X Failed to attempt the uploads again.

8. Click Close once all the uploads are complete or cancelled.

   Warning Documents added to the framework agreement library which are marked as non-confidential can be viewed by any company user that has access to the framework agreement including users without a contract role for the framework agreement.

Documents added to the framework agreement library which have been marked as confidential can be viewed only by users who have framework agreement contract roles with Confidential access.

Copy documents from another library

To copy one or more documents from the reference library or project/dept library to the contract library:

9. Navigate to the contract library (see Contract library).

10. Click Add Files and select Copy from Reference Library/Copy from Project/Dept Library.

    The Select Library Files page is displayed.

11. Navigate the folder structure to locate the documents you want to copy.

12. Select the check boxes for the documents you want to copy.

13. Click Add.

    The copied documents are displayed in the contract library.