Each record in the Attachments table represents an attachment that is linked to a Contract record. Each attachment contains information about the related Contract record for reference, which is held on the Contract Info tab of the Attachment record. Types of Attachments can include generated contract documents, performance bonds, inbound documents, and signed agreements. Each attachment contains information about the related contract for reference, which is held on the Contract Info tab.
New Attachment records can have a Status of Active, Expired, Contract Inactive, or Superseded, and are created:
- Directly from the Attachments table
- From a Contract record
- By inbound email
The sections below contain further detail about each creation method.
Creating Attachments from the Attachments Table
To create a new attachment directly, click New from the Attachments table action bar. You can select the related Contract record on the Contract Info tab using the lookup icon next to the Contract Title field.
There is a feature in Attachment records that allow you to compare attached files. You can either compare the current file against the most recent version, or compare the current file against the original, or baseline version. To learn more about these comparison options, read their descriptions below:
- Comparison Against the Previous version: In an Attachment record, you can compare the last two Word versions in the Attached File field against previous attachments. This feature is extremely helpful, especially because editing is possible directly in an attachment. When a user edits a document, a new Attachment record for the edited version is created in the system by a rule. This new Attachment record contains the previous version in the Previous Attachment field and the newly edited version of the document in the Attached File field. To create a red-lined file comparing these two documents, simply click on the Compare Documents action button. A red-lined document is then attached in the Redlined File field, which marks all the changes made by the user.
- Comparison Against the Baseline: Baseline document is the original output of the print template, which is stored and compared against for red-lining. This field is auto-populated with the baseline version when an Attachment record is edited. When the user clicks the Compare to Baseline button, a red-lined document is then attached in the field called Redline Against Baseline Contract File.
For DocuSign users, there is a Merged File field and a Merge Signature Block button under the Background Fields section in History Tab. When the Merge Signature Block action button is pressed, a DocuSign signature page is appended to the file in the Attached File field and the merged file is put into the Merged File field. The action button uses an attached file action and an MS Word template signature page. The signature page is specially formatted to include DocuSign tags. A rule then converts the file in the Merged File field into a new Attachment record and then resets the Merged File field to empty.
If the file in the Attached File field is a PDF document, the file undergoes optical character recognition (OCR) through an existing rule, and the OCR-ed file gets attached to the OCR file field under the Background field section in the History tab.
Creating Attachments from a Contract
Attachments can be created directly from a particular contract on the Attachments tab of the Contract record. To create a new Attachment record:
- Click New on the Attachments action bar.
- Fill out the form and Save the record, which automatically links it to the contract.
Attachments can also be created from a print template using the Create and Attach button in the Contract. They can also be created by an action that runs on files attached to inbound emails that are sent to the Contract table's inbound email address.
In the Standard System Demo, the Attachments table contains seven active rules. These rules are accessed by expanding the Attachments table in the left pane, selecting Setup Attachments, and then selecting the Rules tab:
- Edit: Create a new revision document (web, API): This rule uses a saved search to find attached DOC files that have been revised and converts them into a new record. It also changes the status of the current Attachment to Superseded.
- Edit: When redline against baseline changes, convert to clause modifications: This rule runs a script action that saves the redlined file and renames it in accordance with the compared documents.
- Create: All create actions except OCR: This rule updates various flag fields that trigger other actions. For example: If Title contains "with Signature Block", then it sets To Be E-signed field to yes. For any records where To Be E-signed is set to yes, the Contract Update DS Files flag is set to yes which runs a separate rule in Contracts. If Supersede Old versions field is Yes it changes its status to Superseded. It also updates the Attachment type and Title of signed contracts.
- Edit: Handle To Be Signed changes and Superseding (web, API): This rule updates Include in Approval Packet file and To Be E-signed fields to No when an attachment's status is changed to superseded. It also updates Contract Update DS Files Flag to Yes.
- Edit: Run OCR action (web, API) if file changes: This rule uses a saved search to find records in which the Attach File field (PDF) was changed and uses an OCR action to convert the file into a searchable PDF document.
- Edit: Convert Merged File: This rule uses a saved search to find records in which the Merged File field has some value and then converts those files into a new attachment record. It also blanks out the Merged File field after conversion.
- Create: OCR file: This rule uses a saved search to run whenever an attachment is created. It uses an OCR action to convert the file into a searchable PDF document and appends its filename with _ocr.
Attachment records are owned by their creator. Specifically, an Attachment record is owned by the user whose Login matches the Creator Login field.