Upload from the renewal

The document belongs to a specific renewal. Upload after the record exists so the file stays with the commitment it supports.

  1. Open the renewal from Renewals or search.
  2. On the Documents card, choose a category, then use the file picker or drag a PDF onto the card. Only PDF files are accepted, up to 10 MB.
  3. Choose a category: Original Agreement, Renewal Agreement, Amendment, Renewal Notice, Cancellation Notice, Quote, or Other.
  4. Use View or Download on that same renewal. The application streams the file through an authorized request.
  5. Use New version when the agreement changes. Earlier files remain in version history.

What this does not do

Uploading a file onto an existing renewal stores evidence. It is not the PDF Intake extraction path. Deleting a document is separate from deleting the renewal. Confidential renewals apply the same access rules to their documents as to the record itself.

Start tracking renewals