Add external attachments to a document
Please note that attachments are not displayed on the closing binder index by default. Please see this article for info on how to add them as line items and how to bookmark them.
Many documents have schedules and attachments at the end, and you can add them right in SimplyAgree!
- Open the document you'd like to add an attachment to
- Click on the slippage labeling the attachment
- Click the "Insert" button below the page preview
- Select "Attachment" from the drop-down menu
From there, you have a couple of ways to add your attachment to SimplyAgree:
You can:
- Drag and drop a Word or PDF file onto the page
- Upload a file from your computer
- Or choose a document that has already been uploaded to SimplyAgree.
- Once you've added your attachment to this page
- Label the exhibit (i.e. "Exhibit A")
- Click "Add attachment".