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Search Fields:
1. Search By: Number, Title, Text in any of the contract fields or attached documents.
2. Text Box (for entering the search value)
Following fields are Displayed in Manage Contract
1.Contract Number
2. Title
3.Description
4.Contract Life cycle 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.
