How to create new contracts from PDFs

Generally spoken, you can "auto"-create a contract from any PDF file in Complete Control.

Tip!
Is the contract already in Complete Control, and you only want to add the PDF? Read here.

  • CC5 Inbox (check the Attachment in the email's header): Click and select Create contract.

    Note!
    Complete Control must be the main recipient. If you put it into CC, the email will not be delivered.

  • Drag & drop the PDF from outside of CC5 into the List of contracts.

  • Files - Document Search or Explorer? Click the kebab menu () next to the PDF-file and select Create contract.

  1. Use one of the options from above.

  2. This opens the contract card with the PDF next to it.

  3. On the Suggestions tab, you can find some auto suggestions. Use them or enter all manually.
    Read more about the fields here.

  4. Click Save.

The contract is now registered with the PDF-file attached.