How to link attachments?
This article explains how to link existing attachments to a contract within the ContractHero platform. This is particularly useful when documents have already been uploaded to ContractHero and need to be assigned to a contract later — without having to upload them again.
- Prerequisites for Linking Documents
To link documents (attachments) to a contract, the files must already exist in ContractHero. The “Link” function allows you to assign these existing files to specific contracts efficiently.
Typical use cases include:
A contract was uploaded without its attachment — the document was added later.
The same attachment is relevant to multiple contracts (e.g. general terms and conditions, framework agreements).
An attachment was accidentally uploaded separately from the corresponding contract.
- Step-by-Step Guide: Linking Attachments in the Platform
Start by opening the parent contract from the contract overview — the one you want to link another agreement or document to. Once opened, you'll see the contract detail view with all key information.
On the right-hand side, you'll find the action panel. Click the “Relations” button (in the German interface: “Verknüpfungen”). This opens a dialog or side panel where you can create relationships between contracts.
Within the dialog, select “Add new relation”. A searchable list of all existing contracts in ContractHero will appear. Use the search field to quickly find the contract or document you want to link to the parent contract, and click to select it.
Only contracts that are not already linked to another contract can be selected. A contract can only be part of one direct relation at a time — either as a parent or a child — and therefore won't appear in the list if it's already linked.
After selecting the appropriate contract or attachment, click “Save” to complete the process. The relationship will now be visible in the detail view of the parent contract.
- Practical Tips for Effective Use
Use clear and descriptive filenames to make it easier to find the correct document.
Avoid duplicate uploads — linking existing documents saves time and storage space.
For documents used across multiple contracts (e.g., licensing agreements), this feature helps with centralized maintenance and traceability.
- Next Steps and Support
If you have any questions about how the linking function works or want to get the most out of it in your specific use case, our support team is happy to help.
We’re also available for individual use case reviews and can share best practices with you in a joint call.
Updated on: 09/22/2025
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