Connected contract work

Managing contract attachments and insurance requests

The Commitment's Contract Document is separate from the eSigning Contract Documents prepared in the three-step flow. Verify which file is being sent.

Project TeamDesktop WebVerified July 24, 2026

Best for: Contract administrators · Outcome: Keep supporting documents with the signing package.

The Commitment's Contract Document is separate from the eSigning Contract Documents prepared in the three-step flow. Verify which file is being sent.

Where insurance is supported, Step 1 can show existing policies and let the preparer enable the insurance requirement, add an insurance note, and attach example documents. Insurance submission applies to signers, not approvers who review before signing. This request does not by itself confirm that coverage is valid; review submitted insurance information through the project's compliance process.

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