Contracts Management - Admin Management
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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...
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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...
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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 ...
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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...
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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...