If you use GEMS to store contract documents but do not use the Add a Contract Wizard to create contract records, follow the instructions in Adding Documents to add Documents. For contract Documents, it is crucial to select "Contract" as the Document Category for your contract Documents. You can do this at the time you upload them, or you can add a Document Category to an existing document as follows:
Locate the document using the Document Search or the Find a Document tile on the Home Hub.
Right-click on the Document description and click Edit to open the Document record.
Select "Contract" in the "Category" dropdown list.
Please note: You may need to ask your Administrator to add this category option.
Click the Save button. The Document will now be included in search results using the "Find a Document" and "Find text in a Document" tiles on the Contracts Hub.
Delete a Document Attached to a Contract
1. Open the Contract snapshot.
2. Click Documents.
3. You will now see a list of all documents associated with this contract. Right click the document you want to delete. A list of actions will appear, click Delete.
4. A pop up window will appear, tick the checkbox's that are relevant to you. Click Submit.