How to create a contract

How to....

Getting Started

• Login
• Contract Settings
• Create Contract Template
• Create Custom Field Form
• Create Contract type
• Create Contracting Party
• Create Contracting Party Type
• Create Department
• Create Approval Workflow
• Create Clauses
  1. Clause Category
  2. Clause Library
• Create Contract

Login:

•  Once user sign up/ creates an account, he/she will receive an email to the registered email address provided at the time of registration.
•  Click on the URL and log in to CMX system using valid username(registered email ID) and password as provided in the email.

Pre-requistes to Create a Contract

After login, the user has to create the following before proceeding with the creation of Contract

1.    Contract Settings – Manage Contract -> Contract Settings (Recommended to Auto generate Contract Id )

2.    Create Contract Template

3.    Create Custom Field Form

4.    Create Contract Type

5.    Create Contracting Party Type

6.    Create Contracting Party

7.    Create Workflow

Create Contract Template:

These are Standard forms of contract which is usually a pre-printed contract containing set clauses. This feature provides user to manage contract templates which can contain user defined custom fields.

Steps to create Contract Template:

• ·        Click on “Contract templates” in the left side of navigation menu.
• ·        In “Home >> Manage Contract Templates” page, click on “Create Contract Template”.
• ·        In the Contract Template pop-up, user enters unique Name and Description.
• ·        User clicks on “Choose Files” button and selects the template document for upload.
• ·        User then clicks on “Create” button.

·        Verify that the Contract Template is created successfully from the Manage Contract Template screen.

Edit Contract Template:

• ·        Click on “Contract templates” in the left side of navigation menu.
• ·        Enter “Contract Template” name that needs to be edited in the search field.
• ·        In the Contract Template pop-up, user edits Name and Description.
• ·        For Template Document Attachment, user clicks on “Choose Files” button and uploads the required file.
• ·        User can check/uncheck the “isActive” check box and then clicks on “Update” button.
• ·        Verify that the Contract Template is updated successfully in the Manage Contract Template screen.