New Contract can be added in two ways.
•First way is in Contract List, the button Add Contract above the list. Name on button is changed based on selected Contract Type in the left panel. If a Contract Type is selected the form for this type is opened, otherwise you have to select Contract Type from the list of default and custom types in a popup.
•Button Add+ in Dashboard and choose Contract from dropdown list. First step is to select Contract Type in a popup.
Click a Contract Type, then a form is opened, containing related properties. In this example a contract of type Customer Agreement is selected:
Adding new Contract
1. Contract: List of default properties that each Contract has (which are same for all Contract Types). Name, Type and Status are mandatory fields. Type is generated value from the chosen type, and can’t be edited in the form.
2. Customer Agreement: Containing fields for custom defined properties defined specific for the selected Contract Type.
This is an example of adding a new Contract. Other Contract Types contain other custom properties, but all default properties are always the same.
List of default properties for each type is displayed in Default properties for all Contract types.