Linking contracts to a document management system

You can add a link on contracts to your document management system. If the Contract URL field on contract group is populated, and you run the Update Doc Mgmt URL On Contracts action, contracts will have a Document Management button on it. The button is a link to the document management system.

Link contracts to a document management system

  1. Access Administration > Contract Groups.
  2. Select and update the contract group you want to add the link to the document management system to.
  3. In the Contract URL field, type a URL for your document management system, including a contract number variable.

    Type the URL. When you get to the part of the URL where the specific contract number should be, right click in the field and select Variables > Contract Number. The contract number variable will be represented as {ContractNumber}.

  4. Select Actions > Save.
  5. Select Actions > Update Doc Mgmt URL On Contracts.

    Contracts in the contract group will have a Document Management button that opens the URL in a web browser with the Contract Number variable replaced with the actual contract number. For example, if the Contract URL field is http:// documentsite.com/{ContractNumber} , on contract number 505 the Document Management button will point to http://documentsite.com/505.