In this article:
Adding related items to your contract is easy to manage through the related register tabs on the Contract details page. These links keep supporting evidence and connected register activity together, so users can understand the records, obligations, and follow-up work associated with the agreement. Use the Attached records tab for files and links, or use the top-bar Create button when you want Logiqc to create a new linked item in another register.
Attach a record when you need to add a supporting file or link, such as a contract variation, signed correspondence, or supporting evidence.
Create a related item when the contract needs a new item in another register, such as a compliance item, audit, task, or risk, and you want the link recorded automatically.
Link from another register when you are already working in the other register and the form includes a related agreement or related contract field.
Q: What permission do I need?
A: You need the Edit open items permission. The minimum licence type required is Approval.
Q: Do attached records use the same access as the contract?
A: Not always. Each attached record has its own access controls, so confidential supporting records can be restricted even when a user can open the contract.
Q: Where can I see the link later?
A: Links created through Create a related item are recorded in the System event history of the linked items, and every link, however it was created, also appears on the contract Related items tab.
Before you start
Check the following:
- You have the Edit open items permission (minimum licence type required: Approval).
- You know whether you are adding a supporting file or link, or creating a new item in another register.
Step 1: Choose the right option
Open the contract from the Contracts register, then choose the option that matches the type of connection you need to make.
Navigation path
Select Governance from the left-hand navigation.
Select Contracts to open the Contracts register.
Select the contract you want to update.
| Option | Use it for |
|---|---|
| Attached records | Supporting files or links that should sit with the contract. |
| Create a related item | Creating a new linked item in another register when you save the contract or workflow task. |
| Related agreement field | Linking the contract while you are working in another register that includes this field. |
| Related items tab | Seeing everything linked to the contract in one place - it also has its own Add new item/Link items buttons if you are already there. |
Step 2: Attach a supporting record
Use Attached records when you want to add a supporting file or link to the contract. Select the Attached records tab, then Attach, and complete the Record name, access, and File or Link fields before saving.
Attach records lets you add files or links with their own access controls.
Read the article to find out more:
Step 3: Create a linked item
Use the top-bar Create button when the contract leads to follow-up work in another register, such as a compliance item, audit, training item, maintenance item, incident, repair, or record, and you want the link recorded automatically.
- Select Create in the top bar.
- Select the register for the new linked item.
- Complete the new register item when Logiqc opens it.
Use Create in the top bar to start a new linked item from the contract page.
Step 4: Link from another register
Some related-register forms include a Related agreement or related contract field. Use that field when you are already adding or editing an item in another register and need to link it back to the contract.
After the item is saved, the relationship is available from the contract's related item areas and is retained in the item history.
Step 5: View everything in Related items
The Related items tab is the final tab on the Contract details page. It lists everything connected to the contract in one place, including items created through the top-bar Create button, items linked through a Related agreement field, and anything added directly from this tab.
Select Add new item to create a new item in another register and link it back automatically, or Link items to search for and connect an existing one, without needing a dedicated field on either side.
Add new item or Link items directly from the Related items tab.
What happens next
The contract keeps the supporting context
Files, links, and related register items stay connected to the contract so users can understand the surrounding work.
Access stays controlled
Attached records can have their own access controls, which helps keep confidential supporting documents restricted.
The link is recorded
Related items created from the contract are recorded in System event history so the connection can be traced later.
To keep going, see: