Organizing your Contracts
Help with structuring your contract database
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
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