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How to....

Getting Started

Login
Contract Settings
Create Contract Template
Create Custom Field Form
Create Contract type
Create Contracting Party
Create Contracting Party Type
Create Department
Create Approval Workflow
Create Contract

Login:

Once user sign up/ creates an account, he/she will receive an email to the registered email address provided at the time of registration.
Click on the URL and log in to CMX system using valid username(registered email ID) and password as provided in the email.

Pre-requistes to Create a Contract

After login, the user has to create the following before proceeding with the creation of Contract

1. Contract Settings – Manage Contract -> Contract Settings (Recommended to Auto generate Contract Id )

2. Create Contract Template

3. Create Custom Field Form

4. Create Contract Type

5. Create Contracting Party Type

6. Create Contracting Party

7. Create Workflow

Create Contract Template:

These are Standard forms of contract which is usually a pre-printed contract containing set clauses. This feature provides user to manage contract templates which can contain user defined custom fields.

Steps to create Contract Template:

· Click on “Contract templates” in the left side of navigation menu.
· In “Home >> Manage Contract Templates” page, click on “Create Contract Template”.
· In the Contract Template pop-up, user enters unique Name and Description.
· User clicks on “Choose Files” button and selects the template document for upload.
· User then clicks on “Create” button.

· Verify that the Contract Template is created successfully from the Manage Contract Template screen.

Edit Contract Template:

· Click on “Contract templates” in the left side of navigation menu.

· Enter “Contract Template” name that needs to be edited in the search field.

· In the Contract Template pop-up, user edits Name and Description.

· For Template Document Attachment, user clicks on “Choose Files” button and uploads the required file.

· User can check/uncheck the “isActive” check box and then clicks on “Update” button.

· Verify that the Contract Template is updated successfully in the Manage Contract Template screen.

This session gives the User hints on how to accomplish each action on CMx.

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Getting Started