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Link a workbook to a contract Last updated: Sep 26, 2026

Attach a workbook to a contract as a pre-renewal checklist.

  1. Open the contract and click the edit (pencil) icon at the top right.
  2. Under Pre-Renewal Checklist, click Link Workbook.
  3. Choose the workbook you want to attach.

The linked workbook stays with the contract, so its checklist is on hand ahead of renewal.

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