Contract Types
Availability
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Overview
When a user creates a Contract record, the Types dropdown displays the contract types. Use the Contract Types module to define items in the Types dropdown of the Contracts module.
You can associate one or more documents with a Contract Type because a contract can reference multiple documents such as Statements of Work and Non-Disclosure Agreements. When users create a contract of a specific type, the associated documents display in the Documents sub-panel. Users can then edit and manage these documents as needed.
While all users can see and use Contract Types, only users with database administration privileges can edit Contract Types records.
Actions
Follow the instructions below to perform tasks such as creating, editing, importing, and exporting Contract Type records.
To… |
Then… |
Create a Contract Type record |
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Display a list of Contract Types |
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Display the details for a Contract Type |
Click the Contract Type in the Contract Types List View. |
Edit Contract Type information |
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Suppress one or more Contract Type records |
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Manage records in a sub-panel |
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Export records |
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Field Descriptions
Name* |
Enter the name of the contract type. This is a mandatory field. |
List Order* |
Enter a number to specify the order in which the name is displayed in the Types dropdown in the Contracts module. This is a mandatory field. |
Sub-panels/Related Information
Documents
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