Contracts module settings

List of paragraphs:

• Types
• Statuses
• Text templates

Settings for Contracts module are available in Setup -> Contracts.

Types

Identify contract type:

3

You can enter contract prefix.

4

To edit or delete type value, use Actions. 

Statuses

Select contract type (status):

1

To create more statuses, choose Setup -> Contracts -> Contract types and click New value.

2

Insert details and save.

3

To edit or delete value, use Actions:

Text templates

When creating new contract, select text template in order to generate contract document. To create contract text templates, choose Setup > Contracts > Text templates.

1

Click New record.

2

Describe text and insert formulas where information from the system should appear. Another option is to add file with formulas inserted in it - if you add formulas in Word to upload file, make sure to enter $ sign before each formula, for ezxample, ${contact_firstname}.

3

Save template. Use it when creating new contract in order to generate document.