Objectives

• Manage Contracts Details 

Environment

• Contracts Module

Procedure

Once you add your first Contract it will be accessible from the Contract grid in the contract module.

Click on the Contract name or Contract ID to open its page and edit or capture more information. You can capture information regarding Contracts details, dates and people.

Image Added

In the panel on the left there are sub-tabs to capture items related to this Contract. 

Across the top of the page you’ll find the Contract ID  and Name, the ability to change from active to inactive, the ability to change the status of the Contract, edit, renew contract, create amendment and export to word.

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

• Contract Details: Main Contract details entered on the add screen.
• Status Comment
• Description

• Comments: Collaborators and the Legal Team can collaborate through the Comments. 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 
• You have section also  for the People related to this contract and for Privacy options.