Upload Contract to Project
Note: Contracts that you want to upload must be in PDF format and may not exceed the size limit of 20 MB. Once they have been uploaded, Users can print them from individual Inventory Unit Profiles. As a value-add service, Lasso will program the PDF contract so that it automatically populates the details of purchase. (Please contact your Client Director for more information.) You can opt to upload unprogrammed contracts if you simply want them accessible to Users in the Lasso system.
1 – Click into the Inventory Center .
2 – You can access the Add Contract page in two ways:
a) If you want to view the existing list of uploaded Contracts prior to adding new ones, hover over Project Settings and select Contracts in the dropdown.
From here, click on New Contract.
b) If you want to skip viewing the list, hover over Project Settings, then Contracts in the dropdown, and select Add Contract.
3 – Enter a name for the Contract in the Name field.
4 – Select the Type of Contract from the dropdown.
5 – In the space beside PDF File, browse for your PDF contract and select it.
6 – Click Save.
The newly added Contract will show in the Contracts list.
- Delete Uploaded Contract
- About Project Contract Types
- Access Contract Types
- Add Contract Type
- Update/Edit Contract Type
- Delete Contract Type