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How to upload a bookmarked contract

Upload a contract ready to use under Bookings

L
Written by Leanne Munt
Updated over a week ago

Once a contract has been bookmarked it can be uploaded to Stallion Bookings so horse and owner information can be added to the contract.

Go to Settings/Document Management. If unable to see this option, the permission needs to be added by a user with the role of Admin.

Select Upload from the table.

A prompt will be displayed to select the document to be uploaded. Find the document on the computer, select it so it appears in the File Name then select Open.

The document will appear in the table and is now ready to be used under Contracts View.

Multiple documents can be uploaded. Documents that are no longer required can also be deleted via this table.

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