Objectives
- Manage Contract/document Details
Steps
A Contract/ document can be accessed from the Contracts/Documents module's contract grid once it has been added.
You can edit or capture more information by clicking on the Contract name or Contract ID. Contract details, dates, notifications, and people can be captured.
On the left, there are subtabs for capturing 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 the contract, create amendments, and export to word.
In the middle of the screen, you have multiple sections to capture information related to the Contract.
- Details: 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 have a section also for the People related to this contract, for Privacy options and Notifications.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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