Managing client contracts and agreements is vital for ensuring clarity, trust, and smooth operations. SuperOps simplifies this process by allowing you to upload and organize your Master Service Agreements (MSAs) and Order Forms directly alongside client contracts. This ensures everything you need is in one place, making billing, invoicing, and compliance easier than ever.
To upload your MSAs or Order Forms,
Navigate to Modules > Clients
Choose the specific client for whom you want to upload an MSA or Order Form.
Click the Upload MSAs/Order Forms button in the contracts section and select the files you want to attach.
📝Note: You can upload up to 5 files per client.
4. To ensure successful uploads, make sure your files are in one of the following supported formats:
Image Files: .jpeg, .png, .svg
Documents: .pdf, .doc, .docx, .txt, .odt
Spreadsheets: .xls, .xlsx, .csv, .ods
Presentations: .ppt, .pptx, .odp
Other: .ovpn
5. After uploading, you can view all attached files under the client’s profile by clicking on the button as shown below.