Add documents to a workplace contract in Workplace Central

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add documents to the workplace contract to maintain all the relevant documents in a single place and maintain different versions of the document.

    Antes de Iniciar

    Role required: sn_wsd_la.workplace_central_user, sn_wsd_la.manager or sn_wsd_la.admin

    Procedimento

    1. Navigate to Workspaces > Workplace Central.
    2. Select Lease Administration.
    3. Select a contract.
    4. Link an existing document record.
      1. In the Documents related list, select Link documents.
      2. Select the document you want to add and select Ok.
    5. If the document record that you are looking for is not available, create a new document record.
      1. In the Documents related list, select New.
      2. On the Create New Documents form, fill in the fields.
        For a description of the field values, see Create New Documents form
      3. Select Submit.
    6. Upload document versions to a document record.
      1. In the Documents related list, select a document record.
      2. In the attachment pane, select Browse.
      3. Select a document to be uploaded.
      4. Select Upload.
      5. Select Submit.