Audience: all users
Overview
The Standard Contract Wizard in Contract Eagle is a great starting point for entering your first contract. It guides you through each key step - from entering basic details and counterparties to uploading documents and assigning roles.
The Wizard helps ensure that all essential information is captured consistently, making contract entry quick, easy, and error-free.
By the end of this article, you’ll know how to:
Create a contract using the Standard Contract Wizard
Complete each step of the Wizard
Review and save your new contract
Using the Standard Contract Wizard
To get started, go to the Add Contract or Form menu and select Standard Contract under the Contracts tab.
The Standard Contract includes 7 steps - once launched, you’ll begin on Step 1.
Step 1 - enter the contract title and summary, select a Business Unit and Status.
Step 2 - select a Counterparty or create a new Counterparty on the fly. You can add multiple Counterparties by clicking the link Add another party to the contract.
You can also add contact people at that Counterparty.
Step 3 - 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 4 - add the contract dates from your contract you wish to track or receive reminders for.
Step 5 - nominate people in your organization for Roles on the contract, e.g. Contract Owner, Manager, etc.
Step 6 - upload any files or documents to your contract
Step 7 - fill in any user-defined fields: these are organization-specific fields you wish to track or report on.
Final Review and Access Settings
On the last screen, review the details of the contract you have entered. You can click in any field to edit the details before saving.
On the Details tab, you can allow other Business Units to access this contract to manage who can view or work with the contract across your organization:
Additional Business Unit Access – assign one or more Business Units with access (based on the user's privileges), allowing the contract to be shared across multiple units.
View Only Business Unit Access – assign one or more Business Units with read-only access.
When you’re ready, click Save to complete the process.
Your contract will be saved with the default status for that contract type - for the Standard Contract, this is “Open”.