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This guide is for MSP staff. It shows how to add, replace, and delete the PDFs attached to an agreement. The upload stores a file in MSPortal only. It does not change the PSA agreement, billing terms, balance, or signature status.

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Before you start

  • You need the write agreements permission and an MSP staff account. Company users do not see these controls.
  • The agreement must belong to a mapped company. Without one, the upload controls do not appear.
  • Use a PDF no larger than 25 MB. The portal uses the file name, without .pdf, as the document title, so give it a clear name.
  • Anyone who can read that agreement’s documents can open the file. There is no separate publish step.

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Upload a PDF

1

Open the Documents tab

Click Agreements or Contracts in the sidebar, click the agreement’s row, then the Documents tab. Find Upload yearly PDF.
2

Set Agreement year

Choose the year the document belongs to. This only files the PDF. It does not change the agreement’s dates.
3

Choose Version handling

Pick Keep versions to add the PDF as the next version for that year. Pick Replace year to remove that year’s active files and start the new PDF as version 1. A notice shows how many active documents will be replaced.MSP agreement PDF upload controls showing Agreement year, Keep versions, Replace year, and Upload PDF
4

Click Upload PDF and pick the file

The upload starts as soon as you choose the file, using the year and version handling you set. There is no second Save button.
5

Check the result

Wait for Document uploaded. Then check the year, title, version badge, and the document count. Use Download to open the file. If an error appears, check the list before you try again.
Replace year removes all active versions for that year on this agreement, not just one file. Set the year and mode before you choose a file. Keep copies you need. Use Keep versions to retain the existing files.

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Delete one document

1

Find the file

Look in the Documents tab for the right year and version.
2

Click its Delete icon

The Delete document? dialog opens and names the file.
3

Click Delete

Wait for Document deleted and check that the file is gone. Click Cancel to keep it.
The file is permanently removed. There is no restore. Deleting a PDF does not delete the agreement, change its status, or touch other years’ files.

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Troubleshooting

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Frequently asked questions

As soon as you choose a file after clicking Upload PDF. Set the year and version handling first.
No. They only set up the next upload.
Keep versions adds the next version. Replace year removes that year’s active files and starts again at version 1.
No. Only PDF files, up to 25 MB. Convert the file first.
No. Keep your own copy.
No. It only stores the PDF in MSPortal.