Who this is for: Anyone attaching a new document to an existing contract — a signed copy, an amendment draft, a redline, a supporting attachment Time to complete: 1–2 minutes
Contracts in CLX are containers that hold documents. The metadata describes the deal; the documents are the files themselves. You can attach as many documents as you need, and CLX will keep every version together.
Steps
1. Open the contract and find the Related Documents panel
Open the contract (see Open a contract). Scroll down to the Related Documents card — it sits below the header on the left side of the page.
2. Click + Add document
In the top-right of the Related Documents card, click + Add document.
The Add document button
3. Upload in the drawer
The Upload Contract Documents drawer slides in from the right.
The Upload Contract Documents drawer
Drag one or more files into the dashed zone, or click click to browse to pick them from your computer. CLX accepts PDF, DOC, DOCX, JPG, PNG, and TIFF files up to 10 MB each.
For each file you can set:
Document type — categorizes the document (e.g., Executed Agreement, Amendment, Supporting Document)
Version label — a short name to distinguish this version from earlier ones
Notes — free text about what changed or why this version was uploaded
4. Save
Click Upload in the bottom-right of the drawer to attach the document(s) to the contract. If you’re uploading a long document, CLX will kick off AI extraction in the background — you don’t have to wait on this page.
Click Cancel (or the X in the top-right) to close the drawer without uploading.
Tips
Uploading a new version does not replace earlier versions — they all stay in the Related Documents list. Use the version label to keep the timeline clear.
If you turn on Show All Versions on the main Contracts list, each version shows up as its own row. Off by default, so the list stays tidy.
Document-level permissions respect contract-level permissions. If someone can see the contract, they can see its documents (unless your admin has set up stricter rules).
You can re-order the Related Documents list by clicking column headers (Name, Version, Date).
Related tasks
Open a contract
Preview a document
Edit contract metadata