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Under "Main" Tab, create contract page displays
- Enter contract number and Title. ( Contract Number is Auto generated based on Contract Settings )
- 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), Based on the Workflow Selected Email Notifications will be sent to the configured users.
- Enter renewal term in days.(optional)
2.Custom Field Form - Missed the data hereIf the contract type selected in Main tab has any custom field forms associated with it , the custom fields will get displayed here and user can enter data that
will get saved along with the contract metadata.
3. Now Click on Documents tab.
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