Create Contract

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.