Content Comparison

Steps to Create a Contract:

•  Click on Create Contract link from Navigation menu, or go to Manage contract, click on Create contract Tab.

• Create contract screen is displayed with  different tab sections as mentioned below.

1. 1. Main
   2. Custom
   3. Documents
   4. Clauses
   5. Milestones
   6. Notes

• 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 - If 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.

• Click on Choose files, select the file which has to be uploaded for the specific contract, enter file description if any .
• If there are more than 1 file, click on Add file, and attach the document .
• Click on "Create" button.
• Attached files are displayed in a grid in the same page. 

4. Click on Clauses tab. (Optional )

• On click of Clauses tab, page displays with Contract clauses grid and Add clauses tab.
• Click on Add clauses tab, displays list of clauses which are pre loaded.
• check the clauses which are to be added for the specific contract, click on Add.
• The selected clauses are added and displayed in the grid. 

5. Click on Milestone tab. (Optional )

• On click of Milestone tab,page displays with Milestone grid and Add Milestone tab.
• Click on Add Milestone tab,displays Milestone entry field,end date and Milestone reminder check box.
• Enter the Milestone of a contract and end date.
• On Checking the Milestone Reminder check box,Alert Before Days filed pops up.
• Enter Alert before days and click on "Save" button.
• The created Milestone are displayed in the grid. 

5.Click on Notes Tab (Optional )

• On click of Notes tab,page displays with Notes grid and Add Notes tab.
• Click on Add Notes tab,displays Notes entry field.
• Enter the Notes of a contract .
• Click on "Save" button.
• The created Notes are displayed in the grid. d

After entering all these click on "Create" button.Contract creates successfully and displayed in the Manage contract Grid.

Image RemovedContract Creation is one of the most important activities in Contract Management system.

Any user who have to create permission assigned to creating a contract can create a new contract by adding documents, Clauses, Milestones, Notes, Restrictions etc...

For Creating a contract user can either click on the Create Contract Button in the Manage Contract Page or can choose the direct link in Contract Repository submenu.

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For Detailed information on how to Create a Contract, click here:  d. Create Contract