Navigate using the left-hand sidebar which shows the different feature headings, and click on the heading “work” and then click “Contracts”.
Once you have selected the “Contract” option, you will be redirected to the Contracts list. Once here, you can now view all contracts created.
To create a new contract, click the “Create Contract” button in the top right.
Once you have selected “Create Contract”, you will be redirected to a form. This form is how you will create your contract. Select the client, add a subject, add a contract value/amount as a minimum.
Once you have completed creating you contract, you can either choose to reset the contract form or save.
Once you have saved the contract, you will be redirected to a Contract overview page. In this section, you can view contract or contract renew history.
You can also click the “View” button in the top right corner of the overview page to view the full contract, discussions and files related to that contract.
Click download in the top right to download a PDF version of the contract.
Click Discussions tab to leave a comment for your customer.
Click files to add a file or upload a file to the contract for the customer to view.
