COBBLESTONE SOFTWARE

Contract Insight — User Guide

Attach a File to Company Details

10. End Users: Vendors/Companies › Vendor/Company Details › Attach a File to Company Details

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 company record's Attachments & Templates tab holds its Files / Attachments section, the same attachment pattern used on contracts and purchase orders, for adding, searching, and removing files tied to that company; the same tab also tracks any Merged Document Templates generated for the record.

2. Key Elements

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