Contracts - General

Updated 1 week ago by Customer Service

Contracts - General

When adding, editing or viewing Contracts, there are multiple components. See Contract – New - Form Layout and Navigation or Contract – View/Edit - Form Layout and Navigation for more information.

The Contract General component is where the general or core details of the Contract are entered.

The General component is displayed by default when the View/Edit function is initiated. This is a longer component that can be navigated by scrolling up and down.

It is separated into sections, with each section having a heading highlighted in blue:

General Information - general details
Additional Information - this only displays if custom fields have been setup
Contract Dates - dates pertaining to the Contract
Inclusions & Exclusions - Terms regarding specific inclusions or exclusions on the Contract
Attachments - general files associated with the contract
Signed Documents - upload files that are signed for reference purposes
Executed Documents - upload files that are executed for reference purposes

For a New Contract, all the details on the Contract General component can be added.

For Editing a Contract, the Contract General component details can only be changed if Contracts are in certain Status. See Contracts - Status for more information.

The System Administrator can turn on/off display of a majority of fields on the General Component and whether or not a field is required (to align to the process for the organization). See Settings - Contract Settings - Contract Core Field Setting for more information.

The only field required from the system perspective, is the Client and this can not be turned off to display.

Any field marked with an asterick is a required field (as set by the system or the System Administrator).