Link Contract to a file

Select Version of EA Desktop:

  1. Use one of the following methods to select file(s) in the File Properties grid in the Files Module:

    • Click to select a single row.
    • To select multiple consecutive rows, click and drag in the leader column in the grid.
    • Note:

      To select multiple individual rows, press Ctrl while clicking to select.

  2. Right-click on a selected row to open the context menu.

  3. Select Additional Tools>Link to Contracts.

  4. In the Link to contract window select Contract Search from the Add Contracts drop-down.

  5. Enter your search criteria, then click Search. The results will populate the grid in the Link to contracts window.

  6. From the results, select the check box next to the contract to be linked.

  7. Select the option to either add links and keep existing or to add links and replace existing for the selected files.

  8. Click Save. The contract will appear in the Contracts Tab in the Related Records panel.