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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

  • On click of Notes tab,page displays with Notes grid and Add Notes tab.
  • Click on Add Notes tab,displays Notes entry field.
  • Enter the Notes of a contract .
  • Click on "Save" button.
  • The created Notes are displayed in the grid. d

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

 

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