---
title: "Adding a Contract Attachment"
slug: "adding-a-contract-attachment-1"
updated: 2026-10-08T16:20:51Z
published: 2026-10-29T16:40:50Z
canonical: "wiki.cobblestonesoftware.com/adding-a-contract-attachment-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Contract Attachment

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Adding a Contract Attachment**

*07. End Users - Contracts › Contract Attachments › Adding a Contract Attachment*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A contract's **Attachments & Templates** tab has a **Drop files or browse** zone at the top of its **Files / Attachments** panel. Drag one or more files onto it, or click **Browse** to pick them from your computer, and they attach directly to that record. Next to the drop zone, the cloud button imports files from OneDrive or Google Drive, and **New document** drafts a document and attaches it to the record.

Below the drop zone, the **Folders** panel shows the record's folder structure (**Root Folder** plus any subfolders, each with a file count), and the file list shows every attached file with its name, size, **Version**, **Type** and **Uploaded** date and uploader. The same panel offers **Download all** and **Compare documents**.

# 2. Key Elements

- **Drop files or browse**: drag files onto this zone, or click **Browse**, to attach them to the record.
- **Import from cloud** (cloud icon) and **New document**: alternative ways to add a document, next to the drop zone.
- **Folders**: the **Folders** button above the file list shows or hides the folder panel, where you can select **Root Folder** or a subfolder, or click **Add folder** to create one.
- **File list**: each file's name and size, **Version** (with a badge showing how many versions exist), **Type** (PDF, DOCX, DOC and so on) and **Uploaded** date and uploader. Use **Search files** to find a file.
- **Download all** and **Compare documents**: download every attachment on the record at once, or compare two attached documents.

# 3. Navigating to a Contract's Attachments

1. From the Contract Insight homepage, hover over the **Requests/Contracts** icon in the left navigation bar and select **Contracts**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav_contracts(2).jpg)

1. Locate the contract (use the **Search** box if needed) and click **Manage**.

![Contracts list with the Search box and a Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_contracts_manage(2).jpg)

# 4. Adding an Attachment

1. On the contract, click the **Attachments & Templates** tab.
2. To add the file to a specific folder, select that folder (for example, **Another Folder**) in the **Folders** panel. If the panel is hidden, click **Folders** above the file list. To create a new folder first, click **Add folder**.
3. Drag one or more files from your computer onto the **Drop files or browse** zone, or click **Browse** and select the files.

![Attachments and Templates tab with the drop zone, Browse, Folders, Add folder and the folder list highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_attachments_upload.jpg)

**Tip:** To bring in a file from OneDrive or Google Drive instead, click the cloud button next to **Browse** (see the Cloud Drives article). To draft a new document directly on the record, click **New document**.

# 5. Reviewing Attached Files

1. Check that the new file appears in the file list with its **Version**, **Type** and **Uploaded** date and uploader.
2. Use **Search files** to find a file quickly when the record has many attachments.
3. Click **Download all** to download every attachment on the record, or **Compare documents** to compare two of them.

![Files list with Download all, Compare documents, Search files and the file, version, type and uploaded columns highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_file_list.jpg)

**Note:** A version badge (for example, **v3** with a count) shows that a file has more than one saved version.

# 6. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Open a contract's attachments | Requests/Contracts › Contracts › **Manage** › **Attachments & Templates** |
| Attach files from your computer | Drag onto **Drop files or browse**, or click **Browse** |
| Attach to a specific folder | Select the folder in the **Folders** panel, then drop or browse |
| Create a folder | Folders panel › **Add folder** |
| Import from a cloud drive | Cloud button next to **Browse** |
| Find or download files | **Search files**, or **Download all** |