Merge pull request #28564 from MicrosoftDocs/chucked-working

Chucked working - update attachments and amendments articles

Author: chuckedmonson

microsoft-365/syntex/solutions/agreements-amendments.md

@@ -4,7 +4,7 @@ ms.author: jespinosa
 author: julia-esp
 manager: vijay sharma
 ms.reviewer: julia-esp
-ms.date: 05/27/2025
+ms.date: 05/28/2025
 audience: admin
 ms.topic: conceptual
 ms.service: microsoft-syntex
@@ -20,64 +20,61 @@ description: Learn how to manage attachments in the SharePoint Agreements soluti
 
 # Manage amendments in SharePoint Agreements
 
-Amendments are documents added to signed, active agreements which modify the original parent agreement. Amendments can be used to alter content or field values of the signed agreement, including updating contact owners, changing payment terms, adding additional clauses, or extending the duration of the agreement. Users can amend an agreement by uploading a signed amendment pdf to the original agreement. 
+Amendments are documents added to signed, active agreements that modify the original parent agreement. Amendments can be used to alter content or field values of the signed agreement, including updating contact owners, changing payment terms, adding additional clauses, or extending the duration of the agreement. Users can amend an agreement by uploading a signed amendment PDF to the original agreement.
 
-On the Agreements list page in the Agreements Teams app, agreements with amendments will have a populated Amended column with its most recent amendment effective date. Additionally, in the Details pane, field values that have been altered by amendments will have a tooltip indicator containing the effective date of the amendment that has altered them. 
+From the Agreements app in Microsoft Teams, on the **Agreements list** page, you can see that agreements with amendments have a populated **Amended** column with its most recent amendment effective date. Additionally, in the **Details** pane, field values that have been altered by amendments have a tooltip indicator containing the effective date of the amendment that has altered the values.
 
-![A screenshot of the agreement viewer page.](../../media/content-understanding/agreements-amendments1.png)
+![A screenshot of the agreement viewer page showing the effective date tooltip.](../../media/content-understanding/agreements-amendments1.png)
 
 ## Add an amendment
 
 You can add one or more amendments individually to an existing agreement by uploading files using the agreements viewer dialog in the SharePoint Agreements app.
 
 To add an attachment, follow these steps:
 
-1.	From the Agreements app in Microsoft Teams, on the **Home** tab, select the **Agreements** tab.
+1. From the Agreements app in Microsoft Teams, on the **Home** tab, select the **Agreements** tab.
 
-2.	From the **Agreements** tab, select the agreement to which you wish to add an amendment.
+2. From the **Agreements** tab, select the agreement to which you want to add an amendment.
 
-3.	With the agreement viewer panel now open, select **Details** > **Amendments**.
+3. With the agreement viewer panel now open, select **Details** > **Amendments**.
 
-4.	From the Attachments panel, select **+ Signed amendment** to open the file picker.
+4. From the **Amendments** panel, select **+ Signed amendment** to open the file picker.
 
-5.	Browse to the location of the amendment, and then select the file you'd like to add to the agreement.
+5. Browse to the location of the amendment, and then select the file you want to add to the agreement.
 
-6.	**Select** to upload the file and view in the viewer panel.
+6. Select **Open** to upload the file and view in the viewer panel.
 
-7.	Input the required amendment effective date field value.
+7. Input the required amendment effective date field value.
 
-8.	Modify any agreement details that have been altered by the uploaded amendment.
+8. Modify any agreement details that have been altered by the uploaded amendment.
 
-9.	**Save** to add the amendment to the selected agreement.
+9. Select **Save** to add the amendment to the selected agreement.
 
     ![A screenshot of the agreement viewer page.](../../media/content-understanding/agreements-detailsdropdown.png)
 
 > [!NOTE]
 > Amendments can only be added to agreements that are both active and signed.
-> The only supported file type to upload an amendment is pdf.
+> The only supported file type to upload an amendment is PDF.
 
-## View or open an attachment
+## View or open an amendment
 
-To view the attached files from with in the Agreements teams app, follow these steps:
+To view the amendment files in the Agreements app, follow these steps:
 
 1. From the Agreements app in Microsoft Teams, on the **Home** tab, select the **Agreements** tab.
 
-2. From the **Agreements** tab, select an agreement which has a populated Amended column.
+2. From the **Agreements** tab, select an agreement that has a populated **Amended** column.
 
 3. With the agreement viewer panel now open, select **Details** > **Amendments**.
 
-   ![A screenshot of the agreement viewer page.](../../media/content-understanding/agreements-amendmentspanel.png)
-
+   ![A screenshot of the agreement viewer page showing amendments.](../../media/content-understanding/agreements-amendmentspanel.png)
 
-4. From the **Amendments** panel, select the amendments you want to view and it loads in the viewer.
-
-5. With the attachment file visible in the viewer you can return to the original agreement using the breadcrumb in the upper left, the **Return to agreement** button in the lower left, or you can clear the attachment from the attachments list.
-
-6. To open the attachment in the default client application, select the attachment from the list, select **More options** (***...***) next to the attachment name, and then select **Open**. For example, if the attachment is a Microsoft Word document, it launches the Word client if installed.
+4. From the **Amendments** panel, select the amendment you want to view. It opens automatically in the viewer.
 
+5. With the amendment file visible in the viewer, you can return to the original agreement using the breadcrumb in the upper-left corner, the **Return to agreement** button in the lower-left corner, or you can clear the amendment from the amendments list.
 
+6. To open the amendment in the default client application, select the amendment from the list, select **More options** (***...***) next to the amendment name, and then select **Open**. For example, if the amendment is a Microsoft Word document, it launches the Word client if installed.
 
 <br>
 
-
+> [!div class="nextstepaction"]
 > [See the complete list of help documentation.](agreements-overview.md#help-documentation)

microsoft-365/syntex/solutions/agreements-attachments.md

@@ -20,7 +20,7 @@ description: Learn how to manage attachments in the SharePoint Agreements soluti
 
 # Manage attachments in SharePoint Agreements
 
-Attachments are files related to the agreement and are also commonly referred to as supporting documents. Typically attachments might be meeting minutes, financial documents, emails, or other types that contribute the agreement package. 
+Attachments are files related to the agreement and are also commonly referred to as supporting documents. Typically attachments might be meeting minutes, financial documents, emails, or other types that contribute the agreement package.
 
 ## Add an attachment
 
@@ -30,9 +30,9 @@ To add an attachment, follow these steps:
 
 1. From the Agreements app in Microsoft Teams, on the **Home** tab, select the **Agreements** tab.
 
-2. From the **Agreements** tab, select the agreement to which you wish to add an attachment.
+2. From the **Agreements** tab, select the agreement to which you want to add an attachment.
 
-3. With the agreement viewer panel now open, select **Attachments** from the **Details** dropdown.
+3. With the agreement viewer panel now open, select **Details** > **Attachments**.
 
 4. From the **Attachments** panel, select **Add attachments** to open the file picker.
 
@@ -50,22 +50,21 @@ To add an attachment, follow these steps:
 
 ## View or open an attachment
 
-To view the attached files from with in the Agreements teams app, follow these steps:
+To view the attached files from with in the Agreements app, follow these steps:
 
 1. From the Agreements app in Microsoft Teams, on the **Home** tab, select the **Agreements** tab.
 
-2. From the **Agreements** tab, select an agreement which has the attachment icon next to the filename.
+2. From the **Agreements** tab, select an agreement which has the attachment icon next to the file name.
 
-3. With the agreement viewer panel now open, select **Attachments** from the **Details** dropdown.
+3. With the agreement viewer panel now open, select **Details** > **Attachments**.
 
    ![A screenshot of the agreement viewer page.](../../media/content-understanding/agreements-attachmentsdropdown.png)
 
+4. From the **Attachments** panel, select the attachment you want to view. It opens automatically in the viewer.
 
-4. From the **Attachments** panel, select the attachment you want to view and it loads in the viewer.
-
-5. With the attachment file visible in the viewer you can return to the original agreement using the breadcrumb in the upper left, the **Return to agreement** button in the lower left, or you can clear the attachment from the attachments list.
+5. With the attachment file visible in the viewer, you can return to the original agreement using the breadcrumb in the upper-left corner, the **Return to agreement** button in the lower-left corner, or you can clear the attachment from the attachments list.
 
-6. To open the attachment in the default client application, select the attachment from the list, select **More options** (***...***) next to the attachment name, and then select **Open**. For example, if the attachment is a Microsoft Word document it launches the Word client if installed.
+6. To open the attachment in the default client application, select the attachment from the list, select **More options** (***...***) next to the attachment name, and then select **Open**. For example, if the attachment is a Microsoft Word document, it launches the Word client if installed.
 
 ## Delete an attachment
 

microsoft-365/syntex/solutions/agreements-overview.md

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: ssathyamoort
-ms.date: 05/27/2025
+ms.date: 05/28/2025
 audience: admin
 ms.topic: article
 ms.service: microsoft-syntex
@@ -58,8 +58,9 @@ With SharePoint Agreements, you can:
 |[Update a template](agreements-update-template.md)    |Find and edit existing templates, and publish updates to a template.         |
 |[Manage sections in a template](agreements-manage-sections.md)    |Publish a new section, insert a section into a template, edit a section, and configure section settings.         |
 |[Create an agreement](agreements-create-agreement.md)    |Create an agreement from a template in Microsoft Teams and in Microsoft Word.         |
-|[Analyze section revisions](agreements-analyze-sections.md)    |Use the **Analyze section revisions** feature to detect changes in embedded sections, summarize the changes, and offer suggestions.       |
+|[Analyze section revisions](agreements-analyze-sections.md)    |Detect changes in embedded sections, summarize the changes, and offer suggestions.       |
 |[Manage attachments](agreements-attachments.md)    |Manage supporting documents related to an agreement.         |
+|[Manage amendments](agreements-amendments.md)    |Learn how to add an amendment to an agreement.         |
 |[View reports](agreements-reports.md)    |Learn about the reports that are available to monitor all agreements, their statuses, and other essential metrics.         |
 |[Receive approval notifications](agreements-notifications.md)    |Learn about approval notifications in the Approvals app and in email.         |
 |[Responsible AI FAQs](agreements-responsible-ai.md)    |Learn more about the AI features in the SharePoint Agreements app.        |