If you have fixed attachments to share systematically with your counterparties, this feature automates the process.
Add a File
Go to the "Templates" tab in your account.
Open the relevant template and navigate to the "Attached Files" tab.
Upload one or more files
Various formats supported, up to 70MB per file.
Add a Condition
If you wish, you can customize the automatic addition of these files to projects based on criteria you define in advance using conditions.
For example:
Attach an English or French file depending on the document's language.
Add a quotation if the contract amount exceeds €500.
To customize the criteria for adding your file to projects:
Click on "Add a Condition" next to the attached file.
Three options will appear:
Edit the current condition* by hovering over its title in the menu and clicking on the Pen icon.
Select another condition from the menu to replace the existing one.
Create a new condition to replace the existing one by clicking on "Create a Condition".
Warning* : Updating the condition will take effect everywhere this condition is used.
Manage access
🔐 By default, files remain private, accessible only to internal users with project access.
Share with the counterparty: Click on "..." next to the file and select "Share with the co-contractor".
Automatically include files in every contract
Files attached to the template are automatically included in each new contract related to the template. Your counterparty can access them directly from their interface.