Overview
The Contracts tab in Client Management allows authorized users to upload, view, and manage contract files at the group or tenant level. It provides a dedicated space for contract documents separate from general documents, making it easy to locate and maintain contracts associated with your groups and tenants. This tab is only visible to users with the appropriate internal access level.
Accessing the Contracts Tab
Use the Client Manager to navigate to a group or tenant and access their Contracts tab from there.
Log in with a Client Manager, System Admin, or Brand Admin account that has internal Redlist access — Client Manager opens automatically
If the list is in table mode, click the ⋮ menu and select View in Card Mode
Click a Group card, then optionally choose a Tenant card within that group
Click on the Contracts tab within that tenant or group
The Contracts tab displays all contract files for the selected group or tenant
Note: The Contracts tab is only visible to users with the required internal access level. If you do not see the Contracts tab, contact your administrator to verify your access.
Managing Contracts
How to Upload a Contract
Add new contract files to your group or tenant for authorized users to access.
Navigate to the Contracts tab for your Group or Tenant
Click the Add Documents button in the top-right area
In the Upload Documents panel that opens, either click Upload Files to select file(s) from your computer, or drag and drop file(s) directly into the upload area
The file(s) will upload
Click Done and the document will appear in your Contracts list
The contract is now accessible to all authorized users in that group or tenant
Note: Maximum file size is 200 MB per file. Files larger than 20 MB will display a size warning before uploading.
How to Search for a Contract
Open the Contracts tab for your group or tenant
Click in the Search box at the top of the contracts list
Type the filename or partial filename
Results filter automatically as you type
Click on a contract to view or interact with it
How to Download a Contract
In the Contracts tab, locate the file you want to download
Click the download icon next to the file
The file downloads to your computer's default download folder
How to Bulk Download Multiple Contracts
In the Contracts tab, check the checkboxes next to multiple files you want to download
Click the Download button in the bulk action bar
All selected files download as a batch to your computer
How to Delete a Contract
In the Contracts tab, locate the file you want to delete
Click the trash icon next to the file
Click the Remove button to confirm the deletion
The file is permanently removed and no longer accessible to users in this group or tenant
How to Bulk Delete Multiple Contracts
Check the checkboxes next to multiple files you want to delete
Click the Delete button in the bulk action bar
Click the Remove button to confirm the deletion
All selected files are permanently removed
Understanding Contract Organization
Contracts are stored at either the Group or Tenant level:
Group-Level Contracts — Uploaded to a group and accessible by authorized users in that group. These files are not automatically distributed to tenants within the group.
Tenant-Level Contracts — Uploaded to a specific tenant and accessible by users with permissions in that tenant.
Separate from Documents — Contract files are stored separately from general documents, keeping your contract library organized and easy to manage.
Note: Contracts and Documents are managed independently. Uploading a file in the Contracts tab will not appear in the Documents tab, and vice versa.
Best Practices
Use Descriptive Filenames: Include the contract type, client name, and date in the filename (e.g., "ServiceAgreement-AcmeCorp-2025.pdf") so contracts are easy to identify.
Upload at the Correct Level: Upload contracts to the group level for group-wide agreements, or to the tenant level for tenant-specific contracts.
Regular Review: Periodically audit your Contracts tab to remove expired or superseded contracts and keep your library current.
Version Control: When updating a contract, include a version number or effective date in the filename to distinguish it from previous versions.
Consistent File Formats: Prefer PDF format for contracts to ensure files are viewable by all users regardless of their local software.
Troubleshooting
Issue: The Contracts tab is not visible
Solution: Your account may not have the required internal access level to view the Contracts tab.
Confirm your account has the required internal access level to view the Contracts tab
Verify you are logged in with a Client Manager, System Admin, or Brand Admin account
Contact your administrator to request the appropriate access if needed
Issue: I uploaded a contract but don't see it in the list
Solution: Refresh the page and confirm you are viewing the correct group or tenant.
Refresh the page to reload the contracts list
Verify the upload completed without errors in the Upload Documents panel
Confirm you are viewing the correct group or tenant
Summary
The Contracts tab provides a dedicated space to manage contract files at the group and tenant level in Client Management, separate from general documents. Upload contracts via the Add Documents button or by dragging and dropping into the Upload Documents panel. Use search, download, and bulk operations to efficiently manage your contract library. Note that this tab is only accessible to users with the required internal access level.