Contract Management

• Introduction to Contract Management
  • What is a Contract?
  • What is Contract Management?
• Create a Contract
• Creating/Updating Contracts Using CSV
  • Using the CSV Import feature
    • Creating a CSV file
• Contract List View
• Searching Contracts
  • Using a Search bar
    • Custom Filter
  • Using Filters
• Assigning a Contract
  • Assignment from Contract List viewing
  • Assignment from Contract Details view
• Working on a Contract
  • Contract Details View
  • Modify Contract Name and Description
  • Classify a Contract
    • Status
    • Contract Type
    • Vendor
    • Duration
    • Department
    • Parent Contract
    • Cost and Currency
  • Associate Assets
  • Contract Renewal
    • Renewal date and time conditions
    • Creating a Renewal
  • Child Contract
  • Notifications
    • Notify Settings
    • Custom Notification
  • Attachments
• Printing a Contract
• Contract Audit Trail
• Cancelling a Contract
• Delete a Contract
• Contract Type
• Custom Contract Field