Page Comparison

To Create a Contract:

Click on Create Contract link from menu,or go to Manage contract,click on Create contract Tab.
Create/edit contract screen is displayed with different tab sections as mentioned below.
(1) Main :
(2) Documents:
(3) Clauses:
(4) Milestones :
(5) Notes.
Under "Main" Tab,create contract page displays.
Enter contract number and Title.
Select Contract Type and Contracting Party
Choose an effective date
Enter the description
Select the Risk level,Department and Contract owners.
Choose an Expiry date(optional)
Enter contract value and select the currency.(optional)
Select Notification list and workflow (optional)
Enter renewal term in days.(optional)

2.Now Click on Documents tab.

Click on Choose files,select the file which has to be uploaded for the specific contract,enter file description if any .
If there are more than 1 file,click on Add file,and attach the document .
Click on "Create" button.
Attached files are displayed in a grid in the same page.

3. Click on Clauses tab.

On click of Clauses tab,page displays with Contract clauses grid and Add clauses tab.
Click on Add clauses tab,displays list of clauses which are pre loaded.
check the clauses which are to be added for the specific contract,click on Add.
The selected clauses are added and displayed in the grid.

4. Click on Milestone tab.

On click of Milestone tab,page displays with Milestone grid and Add Milestone tab.
Click on Add Milestone tab,displays Milestone entry field,end date and Milestone reminder check box.
Enter the Milestone of a contract and end date.
On Checking the Milestone Reminder check box,Alert Before Days filed pops up.
Enter Alert before days and click on "Save" button.
The created Milestone are displayed in the grid.

5.Click on Notes Tab

After entering all these click on "Create" button.Contract creates successfully and displayed in the Manage contract Grid.

:

Panel

On this page:

Table of Contents

Versions Compared