Do you want to search in all categories or in this category ?
1. EMAIL - You can use [email protected]
→ You can find the mail via “E-mails”. There, you will see if there is at least one attachment (paperclip). The email is not linked to a contract yet, so there is no “file” icon.
→ An email doesn’t necessarily have to have an attachment for you to send it to Contractify. You could for example want to link an email in which price agreements are discussed to a certain contract.
→ Go to “Documents”. There is a notification next to the name of the document(s)indicating that it was sent by mail (envelope). One mail can have multiple documents.
After sending an email to Contractify, you can easily link it to a contract. Just go to the e-mail overview, in the menu on the left. There you will see all the emails that have been sent to Contractify.
Next, click on the subject of the email you want to link to a contract.
Click on ‘+ Linked to contract’ in the upper right corner.
Select the contract you want to link the email to.
Don’t forget to ‘Save’.
If there is nothing else you want to do with this email, you can mark it as handled.
2. UPLOAD - Simply drop your files in the marked space and they will appear under “Documents”.
