Creating a New Contract Type

  1. Overview
  2. Contract Types
  3. Creating a New Contract Type
  1. From the main Dashboard Menu, go to Contract Type> Manage Contract Type.
  2. Navigate to “Create New Contract Type” then click it to start the process.

 

 

  1. The create new Contract Type page will display.

 

 

  1. Complete the following:

 

Contract Type*

Enter the type of contract being created.

Status

Select if the current status is Active or Inactive.  Contract Types default to Active during setup.

 

  1. Once Contract Type is identified on the page, users may opt to “Close” the page to disregard the setup or choose to “Add” the new Contract Type.
  2. Once the Contract Type is added, users can see it from the Dashboard List and select the Contract Type during creation of Templates or Contracts.
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