Contracts

List of paragraphs:

• Contracts list
• Creating new contract
• Reviewing contract
• Creating related entries
• Editing and deleting
• Contracts import

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:

Contracts import

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: