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Set as main document

Set main documents on contracts with visual indicators and top positioning. Streamline document organisation by prioritising critical contract documents for easy access.

This feature allows users to designate one document on each contract as the primary or most important document within the document list. The main document will always be placed in the top of the document list. It is displayed with a pinned icon and a light purple background to distinguish it from the other documents.

Go set a document as the main document on a contract go to the contract and open the documents tab. Click the overflow menu on the desired document (the three green dots) and select "Set as main document". 

This feature streamlines document organisation by ensuring the most critical document is always prominently displayed and easily accessible.