List of paragraphs:
- Contracts list
- Creating new contract
- Reviewing contract
- Creating related entries
- Editing and deleting
- Contracts import
Module Contracts is for managing contracts.
To see contracts list, choose module Contracts. View list according to type:
To find a specific contract, use Search or filters:
- Go to the list and click New contract:
- Insert details, mandatory fields are marked *:
- Select contract text template. Read how to create contract text templates. You can edit text in contact creation form.
- Indicate when to send expiration reminder.
- You can generate contract document while reviewing contract:
To review contract, go to the list and press on subject:
See all related information:
- To create a related entry, choose type, for example, Tasks, and select New task:
- Describe task and save.
- Task will be available both at contract profile and in Tasks module.
- To create a related task, also use this button:
To edit or delete contracts, use Actions menu:
When reviewing contract, use these buttons for deleting or editing:
You can import a list of contracts into the Contracts module. Import is possible in csv, xlsx, xls formats. Click this button to import contracts: