About Agreement Notes / Attachments

You can enter notes and add attachments to agreements, revisions, and terms via the SM Agreements form.

Notes

You can enter notes for an agreement in at one of three levels:

  • Agreement - Notes for an agreement are added using the Agreement Notes tab or the SM Agreement Notes form. These notes apply to the agreement as a whole, so can be added, modified, and viewed from any revision of the agreement.

  • Revision - Notes for an agreement revision are added using the Revision Notes tab. These notes apply to the selected revision and are not visible from any other revision of the agreement. However, if notes exist for an active revision and you create an amendment, the notes are copied to the new (amendment) revision. Any further updates to notes for either revision are specific to that revision.

  • Term - Notes for an agreement term are added using the Term Notes tab or SM Agreement Term form. These notes are specific to each term, so can only be added or modified when focus is on the term record in SM Agreement Term or the Term Notes tab. However, you can view and access the notes for any term via the Term Notes tab or SM Agreement Term form without having to select the revision/term in SM Agreements.

Attachments

You can also add attachments to an agreement at the agreement, revision, and term levels. For agreement notes, you can add attachments via the SM Agreement Notes form or Agreement Notes tabs. These attachments are accessible and editable from all revisions of the agreement.

You can add attachments for a revision via the Revision Notes tab, the agreement header, or the Info tab. Revision-level attachments are specific to a revision and are therefore only accessible for that revision. Attachments for an active revision are not copied when creating amendments or renewals.

For term notes, you can add attachments via the SM Agreement Term form or the Term Notes tab in SM Agreements. These attachments are specific to an agreement term and are accessible only for revisions associated with that term. If you renew an agreement or change the terms of an agreement through an amendment, attachments for the active term are not copied to the new term.