How do I upload a File (pdf, word, image, etc.) from My Computer to an existing Agreement record?

Step 1: Find Agreement in Steinforce

From the Home Page, click the Agreements Tab in the top toolbar of Steinforce.

If you know the Agreement Name or Number, Search via the Search Box at the top of the page

If you do not know the Name/Number of the Agreement you can use List Views to search all Agreements that you have access to.

Click on the inverted arrow to see a list of all existing List Views.

Select the applicable Agreement List View from the drop down. Some options include:

  • All Agreements (all agreements that you have access to)
  • My Agreements (agreements in which you are the owner)
  • My In Progress Agreements (your agreements in the signing process)
  • All in Progress Agreements (all Agreements which you have access to in the signing process)

Click on the Agreement Number (eg: 0000xxxx) to drill into the details of the Agreement record.

Step 3: Add Files to the Agreement record by clicking 'Add Files' button as shown below

Step 4 : Click 'Upload Files' button and select the appropriate document from your computer and click 'Add'

You have now added a Document/File to your Agreement record.

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