When viewing a Contract record, the key details and registers are displayed under various tabs on the contract. Some tabs are always visible by default (including the 'Summary', 'Details' and second-party tabs - e.g. 'Vendor'), while others are set up and customised by System Administrators and are used to group different sets of registers.

An example of what this might look like is pictured below, where a client has setup the Legal, Tracking and Settings tabs, and has chosen to group the 'Clauses', 'Defects Liability' and 'Novation' registers underneath the Legal tab.

This article outlines how to setup and manage these contract tabs, how to enable/disable registers, and how to group registers under a designated tab.

Contract Tabs

Contract tabs can be managed in the following ways:

• New tabs can be added or removed
• Tab names can be changed
• The order in which the tabs are displayed on a contract can be determined
• The visibility of each tab on a contract can be locked to certain user groups

To make these configurations, follow the below steps:

1. Navigate to the Contracts Management module dashboard, either via the app launcher icon in the menubar or through the navigation tile on your Homepage.

2. Click on the Manage Module tab in the top right to open the module settings.

3. Refer to the 'General' tab for the module's general settings. At the top will be the 'Contract Tabs' section.
4. Make any necessary changes:
   • To remove a tab, hover your mouse over the tab then click on the red - symbol which appears to the right.
   • To add a tab, hover your mouse over the tabs section and click on the + symbol which appears to the right. This will add a new tab, which you can then give a name.
   • To determine who can access a tab, click on the dedicated field and select the relevant user group from the drop-down menu. If all users should have access, set it to 'Everyone'.
   • To determine the order in which tabs are displayed, enter the first tab you want displayed as tab #1, the second tab as tab #2, etc.
5. Once you've made your desired changes, scroll down to the bottom of the page and click the 'Save' button to save your changes.

Contract Registers

Contract registers are used to capture certain information against a contract (e.g. contract KPIs, risks, etc) or perform certain actions (e.g. setup custom reminders). A System Administrator can choose which of the registers they want to enable at a system-wide level, and then they can be enabled/disabled per each contract type. You can find more information on managing your contract types here.

Managing Contract Registers

Contract registers can be managed in the following ways:

• Registers can be enabled and disabled
• Registers can be grouped under a dedicated tab

To manage the contract registers used in your system, follow the below steps:

1. Navigate to the Contracts Management module dashboard, either via the app launcher icon in the menubar or through the navigation tile on your Homepage.

2. Click on the Manage Module tab in the top right to open the module settings.

3. Refer to the 'General' tab for the module's general settings. Scroll to find the 'Contract Registers' section.
4. Make any necessary changes:
   • To enable/disable a register, tick or untick the checkbox under the ‘Enabled’ column

     • If enabled, the register can be allocated to your Contract Types

     • If disabled, the register cannot be allocated to your Contract Types, meaning they cannot be used for any contract

   • To group a register under a tab, select the relevant tab from the drop-down under the ‘Tab’ column
     • The list of 'Tabs' to select from will be taken from what you've set above.
5. If you have disabled any registers that were previously assigned to a Contract Type, ensure you click on ‘Apply updates’ at the bottom of the list of registers. This ensures the register is disabled at the Contract Type level as well.
6. Scroll down the page and click the ‘Save’ button to save your changes.