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  • How to Set Default Contract Name

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  • Assign Contract name when no name is defined


Users have the option to establish a default contract name. If the contract name field is left blank, it will be automatically filled based on predefined options.

To enable this feature, go to System Settings -> System Preferences -> Setup and & Configuration, then  

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Then navigate to Contracts/Documents Default Values.

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Here, you can enable the default contract name and set it based on different options, including:

  1. Contract Type
  2. Type - Party 1 // Party 2 // Party 3 (if availableexists)
  3. Type - Party 2 // Party 3 (if availableexists).

Depending on the chosen option, the contract will be automatically named based on these values. For example, "Non-Disclosure Agreement-Company1//Company2"

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