How to upload an amendment / an annex on DiliTrust?

DiliTrust allows you to centralize your contracts, but also their amendments and annexes.

To add an amendment / annex, you will need to:

• Upload the document on DiliTrust like any other document.
  To learn more about uploading documents on DiliTrust, see the dedicated article.
• Link this document to the main contract.

We will see in this article that depending on the document concerned, the link is done differently:

• Linking amendments
• Linking appendices (no specific summary sheet)
• Linking of "linked documents" (specific summary sheet available)

Have you linked an amendment / appendix to a main contract and want to separate them? See the dedicated article.

Linking amendments

There are 2 ways to link an amendment to its main contract, you need to:

Method 1

• Add the contract and the amendment to DiliTrust (if it has not been done)
• Open the main contract and click on the linking icon at the top right of your screen
• Search in your file architecture and select the amendment you wish to link
• Click on amendment to confirm the type of document you are linking
• Confirm your choice

To learn how to separate linked documents, see the dedicated article.

If your amendment contract has not been stored on DiliTrust, yet, you can choose to add directly from its main contract as an amendment:

• Open the main contract
• Click on the link icon
• Click on Link document
• Select Amendment as the document nature
• Choose to upload a new document or Draft a new amendment from a template

Method 2:

• Add the contract and the amendment to DiliTrust (if it has not already been done);
  ⚠️ It is important that the two documents are in the same folder.
• Open the folder in which the two documents are filed.
• Then select the amendment and drag / drop it onto the main contract.

No matter the method used to link your documents, you can find the main contract and its linked documents either from the contract by clicking on the link icon but also in the folder view under the main contract.

Note that when a document (amendment or other document) is linked to a contract, but is in another folder, you can find it in the under the main contract in the folder view, under the mention document elsewhere. Click on it to reach the document in question.

Repeat the 2 methods if you wish to link appendices and other documents to a contract.

Linking appendices

On DiliTrust, the appendices do not have their own summary sheet, and therefore allow you to add a document on DiliTrust without having to complete a dedicated summary sheet.
Any relevant information contained in the attached document may supplement the summary sheet of the main contract.

Example of use: Price schedule, Annex of technical prerequisites, Purchase order, Annex describing the associated services, etc.

To link an appendix to a contract:

• Click on the icon Document
• Click on Link appendix
• Select the appendix from the Platform's folders or upload a new appendix

To learn how to untie appendices, see the dedicated article

To link an appendix from a folder, follow the steps from the Method n2 from the amendment and select Appendix.

Note that, it is not possible to link an appendix to a contract already signed or in draft.

Linking "other documents"

On DiliTrust, linked documents have their own summary sheet, and therefore allow you to add a document on DiliTrust and complete a dedicated summary sheet with specific information.

Example: linked an NDA to its commercial contract, linked conditions of use to general conditions, etc.

To link an "other document" to its main contract, follow the steps to the different methods explained previously in the amendment section.