Moderan provides you with the ability to keep various documents and records of events related to negotiations and contract updates, including unlimited Files upload.  


You can add them in a special block of your Rental Contract card:



Adding a File to Rental Contract


To add a File to a Contract:


  1. In Contracts > Rental Contracts select the one that you'd like to add a file to
  2. Scroll down to the Interactions & Files block, and click  +ADD NEW



Fill in the fields:

  • Date* - mandatory field. You may add documents and interactions with current date or dates in the past for ones that already happened. You may add future dates to keep reminders about upcoming tasks/events
  • Type - choose the Type corresponding to the File you want to add (e.g. Contract) 
  • Description. Enter file description (ex: Contract signed, Appendix I, etc)
  • File url. If you are using external document management system, add here external URL leading to a file 
  • File (upload area). We support all file formats! Upload a Contract pdf, a Deed Act, any XLS sheets or pictures to store Contract related info inside Moderan.


NB! You can select or drag-n-drop Upload multiple Files at once.

However, added Files cannot be deleted or edited. 

If you need to edit a File added, add a new line (new interaction) and delete the line with the incorrect File.


Adding an Interaction to Rental Contract


To add a record of some activity (Interaction) happened in relation to your Contract:


  1. In Contracts > Rental Contracts select the one that you'd like to add a file to
  2. Scroll down to the Interactions & Files block, and click  +ADD NEW

Fill in the fields:

  • Date* - mandatory field. You may add documents and interactions with current date or dates in the past for ones that already happened. You may add future dates to keep reminders about upcoming tasks/events
  • Type - choose the Type "Interaction"
  • Description. Enter the description of the event

Use File fields in case you want to add a File to your Interaction.



Setting Tasks and Reminders for Interactions


When you save an interaction line with a future date, it automatically adds a reminder for it. 


Interaction reminders are sent personally to the email in the User column, unlike the general Contract reminders.

You can see if the Interaction line has a reminder by seeing a bell sign:




NB! By changing and saving the Interaction line, you automatically assign your user name (email) to the User column. It gets updated, and the new notifications on this line will go to you. 

- if you want to get reminders of the interaction entered by someone else, just add a change
- be careful same time not to overwrite lines for whom someone is still responsible


"Mark as done" tick. 

By default an interaction will be marked done if you are adding it with date in the past or today (not future).

You can uncheck it after, if needed - this will create a reminder red line.


Ending a Task or Reminder for 


To end a Task or Reminder set for s future date (bell sign) or expired and not marked done (red lines) click to Edit this interaction and tick the  Mark as Done:




Types of Files and Interactions in Moderan


Moderan lets you record various types of all contract-related files and activities. You can select the following ones from the drop-down:


  • Contract
  • Deed
  • Interaction
  • Other
  • or, define your own type of Interactions (e.g. Meeting). For that you have to have Admin rights, and go to Admin > Settings > Customizing Contract Fields


You may use them as you wish. However, we recommend always keeping record on Contracts, Deeds (attaching the Act confirming the transfer of Space), and setting future Meeting dates to alarm oneself of possible terms change after negotiations of your manager.



Interactions & Files in Requests


All Files and Interaction data is transferred automatically from Requests to Rental Contracts. 

This means if you have added something while working on a contract Request it will stay within when you convert the Request into an active Rental Contract.


Adding Interactions & Files to the Request is same process as adding those to the Contract, just use the Contracts > Requests menu.