Upload Contract Related Documents - EcoSys - 4.11 - Help - Hexagon

EcoSys Contracts Help (4.11)

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English
Product
EcoSys
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EcoSys Standard Version
4.11

This procedure allows you to upload documents and enter URLs specific to the Contract.

  1. Navigate to Contracts > Contract Setup.

  2. At the top of the screen, in the toolbar, click the Contract Organization ellipsis to select the required project.

  3. If required, click the Refresh icon to update the screen.

  4. Click the Contract Register tab.

  5. Select the Contract ID hyperlink. The Contract Details panel appears.

  6. Click the Documents tab.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  7. Click the Insert Row icon to add a new row.

  8. Type the required Description.

  9. Click SAVE.

  10. Attach the required document files. Follow the procedure below to attach the required document files.

    1. Click the Attachment icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

      The Document Title auto-populates with the name of the uploaded file.

    3. (Optional) Type the description of the document in the Document Description.

  11. Add the required hyperlink.

    1. Type the required URL in the Comment or URL column.

    2. Click SAVE. The URL typed in Comment or URL column gets auto-populated as a hyperlink in the URL column.

      Click the Delete Row(s) icon to delete the selected row.