Contract Types

Contract Types

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

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

  1. Click Admin on the Profile menu.
    The Administration menu displays.
  2. Click Contract Type.
    The Contract Types List View displays.
  3. Click Create New.
    The Contract Type Create Form displays.
  4. Complete the Contract Type Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  5. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Contract Types

  1. Click Admin on the Profile menu.
    The Administration menu displays.
  2. Click Contract Type.
    The Contract Types List View displays.

Display the details for a Contract Type

Click the Contract Type in the Contract Types List View.
The Contract Type Detail View displays.

Edit Contract Type information

  1. Click the edit icon (pencil) associated with the Contract Type record in the Contract Types List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Contract Type records

  1. In the Contract Types List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

Manage records in a sub-panel

See Manage related information in sub-panels.

Export records

  1. In the Contract Types List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

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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