Manage Contracts
This feature provides business users to view, edit, delete all the existing contracts and also create new contract.
Search Fields:
1. Search By: Number, Title, Text in any of the contract fields or attached documents.
2. TextBox (for entering the search value)
Display Fields:
1.Contract Number
2. Title
3.Description
4.Contract Lifecycle stage
5.Risk Level
6. Effective Date
7. Expiry Date
8. Contracting Party Name
9. Contract Status
10.Action
Edit Contract ,
View Contract,
View Version History .
send For Internal review
send For External review
Send for Manual Signature
Send For E Signature
Renew Contract
Pause Contract
cancel Contract
Amend Contract - After signing the contract by both parties if there is a change in the contract ,that is called Amendment of the contract.
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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 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 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 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.
- Edit Contract - To update an existing record.
- send For Internal review-To Send the contract for approval for a person within the organization.
- Send for Manual Signature-To send a contract for manual signature to the Contracting Party.
- Send For Signature-To send a contract for signature to the Contracting Party.
- Renew Contract-To send a contract for Renewal.
- Cancel Contract -To Cancel the Contract.
- Purge Contract - To Delete the particular contract.
