A good place to get started with Contract Eagle is to use our Standard Contract Wizard to upload a contract or three. This video will guide you through using the Wizard to do just that but, as you go through it, think about how you would set up your own contract types. 

Watch the video, or follow the instructions below:

To get started, go to the Contracts menu, down to Add, and select the Standard Contract. The Standard Contract has 8 steps - once you launch it, you'll already be on Step 2.

Step 2 - enter the contract title and summary, and select a Business Unit.
​Step 3 - upload any files or documents to your contract
​Step 4 - select a Counterparty, or create a new Counterparty on the fly. You can add multiple Counterparties by clicking the link Add a new row.
You can also add contact people at that Counterparty.
​Step 5 - select a Master contract for your new contract. You will be able to select from a list of contracts for the same Counterparty. If there are no other contracts for the Counterparty, you will need to skip this step.
​Step 6 - add the contract dates from your contract you wish to track or receive reminders for.
​Step 7 - nominate people in your organization for Roles on the contract, eg Contract Owner, Manager, etc.
​Step 8 - fill in any user-defined fields: these are organization-specific fields you wish to track or report on.

In the last screen, review your details under the Contract and Document tabs, and click Save to save your changes. Your contract will be saved with the default contract status for that contract type. For the Standard Contract type, that status is "Open".