Entering a New Contract Record

• Related Articles

• Adding a Party to a Contract Record

  When entering a new contract record, you will add parties from the address book.  The first section of this guide describes the steps for adding an existing address book entry to a contract record.  The second section provides steps for how to add a ...

• Adding a New Address Book Entry from the Datasheet Tab

  If you are entering a new contract record and adding a party that you have not contracted with before, you must create an address book entry for a person or organization before they can be associated with a contract record. To maintain the integrity ...

• Standard Workflow Guide for Approvers (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be involved in approving the contract or its related documents.

• Standard Workflow Guide for Editors (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be involved in editing the contract or its related documents.

• Standard Workflow Guide for Initiators (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would initiate a contract request.