Contracts Management - Admin Management

  • General Contract Management Settings

      The Contracts Management module is governed by several settings that can be managed by System Administrators. These settings are outlined and defined below.   Accessing...

  • Managing Contract Tabs and Registers

    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 'Su...

  • Creating and Managing Contract Types

    When users add a new contract to the system, one of the first things they need to do is select a Contract Type. The contract type they select then determines: The setup ...

  • Managed Lists (Contracts Management)

    When creating and managing contract records, there are several fields where users can input information. Some are free-text fields, while others require the user to selec...

  • Changing the Initial Value on an Active Contract

      In some instances, you may need to adjust the value of a contract after it's already in an active state. Administrators can make this change. Please note this is not th...