Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

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



  • No labels