Create New Spreadsheet (Live Editor Feature)

  • By clicking on Contract Number on Manage Contract Page grid, the user can view different submenus for different functionalities.
  • To Create a new spreadsheet file to attach to the contract as document user can select Create New Spreadsheet from the sub-options.
  • After clicking on Create New Spreadsheet option the following screen appears and the user can create a new spreadsheet file to add with existing contracts documents.
  • After entering the data into the spreadsheet, the user can save the file and close the spreadsheet file. (user can  close the word file by clicking on the red x icon on the top right corner.)
  • Spreadsheet file will be added to the contract document list with ".xlxs" extension type file.
  • Click on Manage Contracts from the left navigation menu bar and the user can view the particular contract where New spreadsheet file is added in the documents tab.