{"id":150315,"date":"2026-10-12T11:25:07","date_gmt":"2026-10-12T11:25:07","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=150315"},"modified":"2026-10-12T12:32:52","modified_gmt":"2026-10-12T12:32:52","slug":"where-can-i-keep-a-contracting-contract-with-a-client-in-daftra","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/where-can-i-keep-a-contracting-contract-with-a-client-in-daftra\/","title":{"rendered":"Where can I keep a contracting contract with a client in Daftra?"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can save a construction contract with a client in Daftra from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_contract\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Contracts<\/strong><\/a> in the Construction app. The contract is saved with its full details (the client, project, contract value, duration, work guarantee, advance payment, and bill of quantities), along with the signed contract file as a PDF.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Adding a Construction Contract and Attaching the Contract File<\/h3>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu, click <strong style=\"color: #111827;\">Construction<\/strong>, then <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_contract\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Contracts<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_contract\/create\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Add Contract<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the <strong style=\"color: #111827;\">Agreement Title<\/strong>, and select the <strong style=\"color: #111827;\">Client<\/strong>, and the <strong style=\"color: #111827;\">Project<\/strong> or <strong style=\"color: #111827;\">Quotation<\/strong> if there is one.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the <strong style=\"color: #111827;\">Contract Value<\/strong>, the <strong style=\"color: #111827;\">Duration<\/strong> with the start and end dates, and the <strong>Retention\u00a0<\/strong>and <strong style=\"color: #111827;\">Advance Payment Amount<\/strong> if any.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In <strong style=\"color: #111827;\">Attachments<\/strong>, upload the signed contract file (PDF or image).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Add the contract items in the <strong style=\"color: #111827;\">Bill of Quantities<\/strong>, then click <strong style=\"color: #111827;\">Save<\/strong>.<\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">For full details, see the <a style=\"color: #1a56db;\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/add-edit-contract\/\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Adding and Editing a Contract<\/strong><\/a> and <a style=\"color: #1a56db;\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-the-contract-file\/\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Viewing the Contract File<\/strong><\/a> guides.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> you need the <strong style=\"color: #111827;\">Construction<\/strong> app enabled and the permission to add construction contracts. Each project can be linked to one contract only, and a project needs an active contract before you can add payment certificates.<\/p>\n<\/div>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">If You Don&#8217;t Use the Construction App<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">To save only the contract file with the client&#8217;s details:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">client&#8217;s<\/strong><\/a> page, click <strong style=\"color: #111827;\">Add Note \/ Attachment<\/strong>, and upload the contract file with a description such as &#8220;Construction contract &#8211; 2026&#8221;. It then appears in the notes and attachments on the client&#8217;s page.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Or attach the file in <strong style=\"color: #111827;\">Attachments<\/strong> when editing the client&#8217;s details.<\/li>\n<\/ul>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> employee contracts and lease contracts in Daftra are for employees and rented units and aren&#8217;t used for client contracts.<\/p>\n<\/div>\n<\/div>\n","protected":false},"author":17,"template":"","categories":[15599,16736],"tags":[21159,21155,21160,21157,21072,21162,21154,21158,21156,21161],"class_list":["post-150315","faq","type-faq","status-publish","hentry","category-construction","category-contracts-construction","tag-add-a-construction-contract","tag-attach-a-signed-contract","tag-client-attachments","tag-client-contract-file","tag-construction-contracts","tag-how-to-attach-a-contract-to-a-client","tag-save-a-client-contract","tag-store-contract-documents","tag-upload-contract-pdf","tag-where-can-i-save-a-contract-with-a-client"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Where can I keep a contracting contract with a client in Daftra? 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