Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


 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.

Image Added


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


  • Edit Contract - To update an existing record.
  • View Contract, - To View the contract details.
  • View Version History - To view each updated action to the contract as a version.
  • send For Internal review-To Send the contract for approval for a person with in the organization.
  • send For External review 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 who is out of within the organization.
  • Send for Manual Signature-To send a contract for manual signature to the Contracting Party.  
  • Send For E For  Signature-To send a contract for E signature to the Contracting Party.
  • Renew Contract-To send a contract for Renewal.
  • Pause Contract -To Stop the contract for time being.
  • cancel Cancel Contract -To Cancel the Contract.
  • Amend Purge Contract - After signing To Delete the contract by both parties ,Contract  Amendment  happens. 
Image Removed 
  • particular contract.





Panel

On this page:

Table of Contents