Before you start
- You need the read agreements permission.
- Your MSP must have uploaded a PDF to the agreement. If none is there, ask them.
Open a PDF
1
Open the agreement
Click Agreements or Contracts in the sidebar, then click the agreement’s row. Check the agreement name and company.
2
Click the Documents tab
The tab name shows the count, for example Documents (2).
3
Pick the year and version
Documents are grouped by agreement year, with the highest version first. Each shows a title, a version badge such as v2, the upload date, and the size. Latest marks the first version in that year. It does not mean the file is signed, accepted, or the current legal agreement.
4
Click the Download icon
The PDF opens in a new browser tab through a temporary link. Depending on your browser settings, it shows there or downloads.
5
Check the document
Confirm the year, parties, version, and contents. If pages are missing or it is the wrong file, tell your MSP.
Troubleshooting
Frequently asked questions
Does opening a PDF sign or accept it?
Does opening a PDF sign or accept it?
No. It only opens the uploaded file.
Does Latest mean the newest document across all years?
Does Latest mean the newest document across all years?
No. It marks the first version within its own year.
Can I upload a signed copy?
Can I upload a signed copy?
Not as a company user. Ask your MSP how to send it.
Why do I see a document count but no files?
Why do I see a document count but no files?
The list can load before the detail. Look for a Some details could not be loaded warning and ask your MSP if it persists.
Can I restore a deleted or replaced version?
Can I restore a deleted or replaced version?
No. There is no restore. Ask your MSP for a copy.