Organizing your Contracts
Help with structuring your contract database
By Inga1 author12 articles
- Create and edit custom DatesSet up the date types that you need to be able to track in your organization's contracts
- Milestone Dates and RemindersSet up and manage key contract milestone dates, such as renewal or expiration dates, and configure reminder notifications.
- Create and edit Business UnitsBusiness Units can represent your company departments or teams, and can control who can access certain contracts. Here's how to set them up
- Create and edit Status TypesSet up custom statuses so you can track a contract's progress through your organization: import, approval, signing and archiving
- Create and edit Task TypesLearn how to configure custom task types to match your business workflows.
- Create and edit Role TypesYour job titles, your role names, your terminology.
- Create and edit User-Defined FieldsSet up custom fields for your contracts so you can categorize them, search for them and report across them
- Business Number Lookups
- Multiple Contract Business UnitsAssign more than one Business Unit to a contract for improved flexibility in how contracts are secured across your organisation
- What are Master and Child contractsHow Master and Child contracts work and what you can use them for
- How to view and search for Master and Child contractsContracts with a common counterparty can be linked as Master and Child. Here's how to search for and view these related contracts together
- Add or Remove Master and Child contract relationshipsHow to link two contracts in a Master and Child relationship, unlink them, add and remove further children