Skip to main content
MSP staff with agreement write access can manage PDFs in Agreements or Contracts > select a record > Documents. The agreement must be mapped to a company. Company users do not have these upload and delete controls.

​
Prepare the upload

Choose a PDF file no larger than 25 MB. Give it a useful filename: the portal uses the filename without the .pdf extension as the document title. Confirm that you are uploading to the correct agreement and company. The upload stores a document in MSPortal. It does not change the underlying PSA agreement, billing terms, balance, or signature status. Users with access to the agreement’s documents can read the uploaded file; there is no separate publish step in this workflow.

​
Upload a PDF

1

Open Documents

Select the agreement row and open Documents. Find Upload yearly PDF.
2

Set the Agreement year

Choose the year the document belongs to. This organizes the file; it does not change the agreement’s start or end dates.
3

Choose Version handling

Select Keep versions to add the next version for that year, or Replace year to remove that year’s active documents and use the new PDF as version 1.Check the replacement notice and retain any copies you need before replacing a year.This crop shows the controls in an MSP Demo session before choosing a file. Company users do not see these management controls.
4

Choose the file to upload

Select Upload PDF and choose the PDF in your browser’s file picker. Selecting the file starts the upload immediately with the year and version handling already selected. There is no second Save or upload-confirmation button.
5

Verify the result

Wait for Document uploaded, then check the year, title, version badge, and document count. Use Download to verify the file when appropriate. If an error appears, inspect the list before retrying.
Replace year affects all active versions for the selected year on this agreement, not just one highlighted document. Set the intended year and mode before choosing a file. Use Keep versions when you need to retain the existing files.

​
Delete one document

  1. Find the exact year and version in Documents.
  2. Select that document’s Delete icon.
  3. Check the title in Delete document?.
  4. Select Delete to remove it, or Cancel to keep it.
  5. Wait for Document deleted and confirm the file is no longer listed.
There is no restore control in this screen. Deleting a PDF does not delete the agreement record, change its status, or remove other years’ files.

​
Frequently asked questions

Choosing a file after selecting Upload PDF starts the upload immediately. Set the year and version handling first.
No. Those controls prepare the next upload. The change happens when you choose and upload a file.
Keep versions adds the next active version for that agreement year. Replace year removes that year’s active files and starts the replacement at version 1.
This control accepts PDF files only, up to 25 MB. Convert the intended document to PDF before uploading it.
Check MSP staff access, agreement write permission, feature availability, and the agreement’s company mapping. Company users do not see this management control.
No restore action is provided here. Keep required copies before replacement or deletion.
The file becomes available through the agreement’s document access after a successful upload. There is no separate publish action, and this upload does not edit the PSA agreement.