Contracts

List of paragraphs:

Module Contracts is for managing contracts.

Contracts list

To see contracts list, choose module Contracts. View list according to type:

To find a specific contract, use Search or filters:

Creating new contract

1
Go to the list and click New contract:

2
Insert details, mandatory fields are marked *:

3
Select contract text template. Read how to create contract text templates. You can edit text in contact creation form.
4
Indicate when to send  expiration reminder.
5
Save.
6
You can generate contract document while reviewing contract:


Reviewing contract

To review contract, go to the list and press on subject

See all related information:

Creating related entries

1
To create a related entry, choose type, for example, Tasks, and select New task:

2
Describe task and save.
3
Task will be available both at contract profile and in Tasks module.
4
To create a related task, also use this button:

Editing and deleting

To edit or delete contracts, use Actions menu:

When reviewing contract, use these buttons for deleting or editing:

Contract types and status settings are available here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us