Document Attachments

Every contract in OpenCLM can have supporting documents attached to it — exhibits, statements of work, amendments, signed copies, regulatory filings, or any other file that belongs with the agreement.

Supported File Types

Format	Max size
PDF	25 MB
Word (DOCX)	25 MB
Excel (XLSX / CSV)	25 MB
Images (PNG, JPG, TIFF)	10 MB
ZIP	50 MB

Attaching Documents

1. Open a contract and click the Documents tab.
2. Click Attach File (or drag-and-drop files onto the panel).
3. For each uploaded file, you can optionally set:
   • Document type — Exhibit, SOW, Amendment, Cover Letter, Signed Copy, Other
   • Description — a brief note visible in the document list
4. Click Upload.

Organising Documents

Documents are listed in a table showing: Name, Type, Uploaded by, Upload date, Size.

You can:

• Rename any document inline.
• Download individual files.
• Preview PDFs and images without downloading.
• Delete documents (Contract Manager / Admin only).
• Reorder documents by dragging rows.

Document Visibility & Permissions

Document visibility follows the contract's permission model:

• Any user with read access to the contract can download attachments.
• Confidential documents can be marked as restricted — only users with the documents:manage permission can view them.

Versioning Attachments

If you re-upload a file with the same name, OpenCLM asks whether to:

• Replace the existing file (the old file is archived in version history).
• Add as new version (both files are kept; the latest is shown by default).

Bulk Download

Select multiple documents using the checkboxes and click Download Selected to receive a ZIP archive of all selected files.