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  • How to Manage Contract Details




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Objectives

  • Manage Contract/document Details Document details 

Steps

A Contract/ document Document can be accessed from the Contracts/Documents module 's contract grid once it has been added.

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You can edit or capture more information by clicking on the Contract name, ID, or Contract IDnumber.

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 Contract details, dates, notifications, and people can be captured from the Details tab.

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On the left, there are subtabs sub tabs for capturing items related to this contract. 

Across From the top of the page you’ll find the Contract ID  and Name, the ability to change , you can change the contract from active to inactive, the ability to you can change the status of the Contract, edit, renew the contract, create amendments, and export to wordmuch more.

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In the middle of the screen, you have multiple sections to capture information related to the Contract.

    •  DetailsDetails: Main Contract details are entered on the add screen.
    • Description
    • Notes: Collaborators and the Legal Team can collaborate through the Notes. On each new comment, involved people will receive an email notification.

Along the right side of the page, you have a section for the Dates, where you can find all the contract dates and renewal types. You

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also have other sections related to the People related to this contract,

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Privacy options, and Notifications.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

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