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Adding Documents and Counterparties to Your Contracts

Each contract can contain:

 

  • One or more documents
  • One or more counterparties
  • A list of sub-suppliers or linked entities

Uploading Documents

  • The main agreement (e.g. PDF of signed contract)
  • Appendices or DPAs
  • Supporting documentation

Each document can be named, categorised (e.g. “Main contract”, “Appendix”), assigned an owner and given a status (e.g. active, draft).

documents-on-contract

Counterparties and Sub-suppliers

  • Add one or more counterparties
  • Specify if they are vendors or data processors
  • Add known sub-processors (e.g. AWS for a software vendor)

counterpart-on-contract

Structure your contract content — and the parties involved

Document Status

Each document carries a status, so it is clear at a glance which version people are looking at. Signed is available as a status for documents on both contracts and legal entities — useful for separating an executed agreement from the drafts that came before it.

Internal and External Contract Parties

Internal and external parties used to appear together in a single list on the contract parties step, which made them hard to tell apart. They are now two separate lists — one asking which internal legal entities are involved in the contract, and one asking which external legal entities are — each with its own button for adding a party.

Contract parties step of the contract flow, with internal and external legal entities in two separate lists, each with its own add button

Nothing you have already registered changes. The same parties are shown in the list they belong to, so it is clear at a glance which side of the agreement each one sits on.


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