Articles on: Managing & organizing contracts

How do I migrate an attachment into a document on the main contract?

The screenshots in this article show the German interface. The English label is given first, with the German label in square brackets.
The Linked [Verknüpft] tab sometimes holds entries that aren't really contracts at all: an addendum, a floor plan, a scanned extra page. Each one takes up a contract record, shows up in lists and reports, and has to be maintained. Migrating turns such an entry into what it actually is — a document on the main contract.

What's in it for you

Your contract list goes back to showing contracts. Attachments that are really just paperwork no longer count as separate contracts, drop out of your reporting, and stop consuming your contract allowance.
Searching gets simpler too: one main contract with all its PDFs is quicker to find than five linked entries you have to jump between.

How it works

  1. Open the main contract and go to the Linked [Verknüpft] tab in the right-hand column.



  1. Hover over the linked entry you want to convert. Two actions appear at the right of the row: Update link [Verknüpfung aktualisieren] and Migrate to document of main contract [Zum Dokument des Hauptvertrags migrieren].




  1. Click Migrate to document of main contract [Zum Dokument des Hauptvertrags migrieren].
  2. The dialog Migrate attachment to document [Anlage zum Dokument migrieren] opens. It lists what is attached to that entry — for example 23 Datenwerte, 1 Aufgabe, 1 Dokument — and shows the conversion as Anlage → PDF Dokument.




  1. Read the orange Important! [Wichtig!] notice: migrating deletes the attachment's contract data, including its data values, tasks and documents. The document itself is carried over.




  1. Confirm with Migrate now [Jetzt migrieren]. Cancel [Abbrechen] closes the dialog without changing anything.





The PDF then sits under Documents [Dokumente] on the main contract, named after the former attachment, and the entry disappears from the Linked [Verknüpft] tab.

Common questions

They are lost. Only the document moves across. If a task on the attachment matters to you, move it to the main contract first — after migrating it is gone. The counts in the dialog tell you what is at stake before you click.

Can I undo a migration?

Partly. The attachment is deleted and goes to the trash [Papierkorb], where you can restore it for 30 days by default, along with its data values and its link to the main contract.
The copied document stays on the main contract either way. So after restoring you have the PDF in both places and will want to remove one by hand.

What is the document called afterwards?

It takes the title of the former attachment. There's no rename step in the dialog — you can rename the document afterwards via its three-dot menu.

When should I not migrate an attachment?

When the linked entry is a real contract with its own deadlines, amounts or obligations — a maintenance contract tied to a supply contract but running independently, say. Leave those linked; the link is doing useful work.

Good to know

  • Treat the dialog as your checklist. It shows how many data values, tasks and documents hang off the attachment before you confirm. High numbers are a sign the entry is a real contract after all.
  • You need write access to both contracts.
  • One at a time. Each migration is confirmed individually; there's no bulk option.
  • Nothing is detected automatically. ContractHero won't tell you which linked entries are really attachments — you decide that on the Linked [Verknüpft] tab. Clues: no contract date of its own, no counterparty, titles like "Annex", "Attachment" or "Appendix".
  • Start with two or three test cases before cleaning up a large set.
  • Everything is logged. The Change Log [Änderungsprotokoll] keeps a record of when the document was added and when the attachment was deleted.

Updated on: 10/15/2026

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