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 Manage contracts screen displays the list of all existing contracts. To view the manage screen, click on Manage Contracts  link in link in the menu.

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In the Manage contracts screen, click on Create contract button to create a new contract, click on Contract number drop-down, where you can see the following actions.


  • Quick Create New Word Document-To Create a new word file to attach to the contract as documents and create a document from Template.
  • Create New Spreadsheet-To Create a new spreadsheet  spreadsheet to attach to the contract as documents.
  • Edit File Online-To edit the documents attached to the contracts online.
  • Share File-To share the file with other users of CMx (both internal or external). For sharing to external users just add the new email similar to google document sharing.Generate Contract- To Generate contract for existing contracting Type
  • Edit Contract - To update an existing record.
  • send For Internal review-To Send the contract for approval for a person with in within the organisationorganization.send For External review
  •  -To Send the contract for approval for a person who is out of the organizationSend for Manual Signature-To send a contract for manual signature to the Contracting Party.  
  • Send For  Signature-To send a contract for  for signature to the Contracting Party.
  • Renew Contract-To send a contract for Renewal.
  • cancel Cancel Contract -To Cancel the Contract.
  • Purge Contract - To Delete the particular contract.





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