COBBLESTONE SOFTWARE

Contract Insight — User Guide

Add/Search/Delete Attachments for PO

Module: Purchase Orders › Purchase Order Details › Add/Search/Delete Attachments for PO

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 purchase order's Attachments & Templates tab holds its Files / Attachments section, matching the same attachment pattern used on contract records: files can be added, searched, and removed from the record, and the tab also tracks any Merged Document Templates generated for the PO.

2. Key Elements

• PO record → Attachments & Templates tab → Files / Attachments
• Supports adding, searching, and deleting attached files
• Merged Document Templates on the same tab tracks generated documents