Contract attachments
ClientSuccess now lets you attach PDF contracts (or any file type) directly to a contract in the Subscriptions & Renewals module and open them in one click.
While adding any file to the Engagement module is really handy, it would be much more convenient to have attached PDF copies of your contracts directly to the contract in the Subscriptions & Renewals module. So, we added that option! (And it actually supports any file type.)
Once attached, you'll be able to pull that contract up any time from a link next to the contract name.
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ClientSuccess
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