Documents and files

A contract added in the app already has its file as Version 1. A contract created through the API can still have no file. View can see versions, preview them, and download them. Edit or higher can upload, including on an archived contract. The contract stays archived.

Primary document

On the Contract tab the current file shows its name, then “Version {n} · {date} · {name}”. With no file, someone who can edit sees “No document yet.” and Upload document. Someone who can only view sees “No document yet.” with no upload.

Upload new version, or a drop on the document, keeps the previous version in Version history. The first successful upload says “Document uploaded.” A later one says “New version uploaded.” Drop one file at a time.

Version history is a sheet. The newest row has a Current badge. Each row has Preview and Download. Download always downloads the original file. It does not open it in the browser. Download writes File downloaded.

The default size limit is 50 MB. A larger file says “That file is larger than {limit}. Upload a smaller one.”

Preview on the contract

The document pane draws the current version. Opening the contract and showing that pane does not write File previewed, because opening the contract already counts as viewing it.

PDF, Word .docx, Word .doc, PNG, JPEG, GIF, and WebP can show in the pane. A PDF is shown as stored. A Word file in the pane is a converted PDF, with “Preparing preview.” while it converts. Images keep their aspect ratio. SVG, HTML, .docm, and other types say “Previews aren’t available for this file type. Download it to open it.”

The PDF toolbar is Zoom out, Zoom in, Fit width, Previous page, and Next page, with “Page {n} of {total}”. The area is labelled “Preview of {file name}”. Text can be selected. Fit width is the default zoom.

Preview in Version history opens a dialog of that version’s original file and writes File previewed once. PDF, PNG, JPEG, GIF, WebP, plain text, CSV, and .docx can preview there. A .docx in the dialog is the original file drawn in the browser, not the converted PDF. .doc, HTML, and SVG say “Preview not available” and still offer Download. A file over 20 MB, or an empty file, says the same. The signed link is not shown on the page.

Search text

After an upload, the file shows “Reading text…” until reading finishes. If reading fails, times out, or the file is over a limit, an outline badge says Text not searchable. Its title is “We couldn’t read the text in this file. The file itself is safe.” The limits are 50 MB, 200 pages, and 30 seconds. An image over 25,000,000 pixels is not read. Only the current version is searched, and only after reading finishes. Until then, the previous version’s text still matches.

Files tab

Files is a folder tree for supporting documents. It has no version history. View can preview and download. Edit or higher can upload, create a folder, rename, move, and remove. New folder and Upload files are hidden for View.

Drop files on Drop files or folders here, or anywhere else on the tab. Dropping on a folder puts the files in that folder. Dropping a folder keeps its structure. Clicking or double-clicking a PDF, .docx, image, or text file opens the preview. A click on a file that cannot be previewed does nothing. Enter and Preview still open the dialog for every file. HTML and SVG are download-only.

A supporting file has no versions: removing it removes its text from search.