Uploading License Documents

Within a SaaS application’s license screen, there is a Documents tab where you can upload any related license documents such as contracts in the following formats: .doc, .docx, .xls, .xlsx, or .pdf.

To upload license documents:

1. From the SaaS menu, click All SaaS Licenses. The All SaaS Licenses screen appears.
2. In the All SaaS Licenses table, click the appropriate application link in the Application Name column to drill through to the application’s Overview tab.
3. Click the Licenses tab, which opens the License Details tab by default.
4. Click the Documents tab, and then click Upload file.

Tip:If you need to manually upload expenses, you can upload the SaaS Management Expense Format (this link downloads the form SaaSManagementExpenseFormat.xlsx ) on a monthly basis.

5. Drag and drop a file or click to browse for a file.
6. Enter any necessary document Notes.
7. Click Upload another file for additional license documents.
8. Click Save.