Creating a New Contract

There are four ways to create a contract: Import New Contract, Bulk Contract, Quick Contract and From Template

• Creating a contract via Import New Contract
  1. Navigate to Manage Contracts > Create New Contract + > Import New Contract
  2. Once the page loads, a pop up appear asking you to browse your
     computer and select the file that you want to upload.

3. From the pop-up window, select a file, click Open and click the Upload button.

4. The Import Contract button at the upper right corner will update.
5. Check the Contract Content section for accuracy.
6. Populate the Contract Name and Contract Type
7. Set Metadata fields if needed.
8. Set Workflow fields if needed.
9. Add Notes if needed
10. Click Submit
11. Once the contract is submitted, the system will route you to the
    Manage Contracts page and you can check the contract that you have
    uploaded
12. To view the contract, click the eye icon.
13. Click the View the contract in PDF or View Supporting Documents link.

• Creating a contract via Bulk Contract

1. Navigate to Manage Contracts > Create New Contract + > Bulk Contract
2. Navigate to the Upload Documents section > click the Upload Documents link
3. On the pop up window, select the contracts you want to upload and click Open

4. Check Total Files and Uploaded Successfully fields

5. You can select the x icon if you want to remove a file.
6. Populate the Contract Name and Contract Type fields
7. Set Metadata fields if needed. Note that this will apply to all the
   contracts uploaded.
8. Add Notes if needed.
9. Click Submit
10. A pop up will appear:

11. Click Ok
12. Navigate to the Manage Contracts > My Bulk Contracts column to see
    status of upload. It will initially show a status of In Progress until
    the uploaded is completed.
13. Once uploaded is completed, you will receive an email confirmation
    and the status will change to Completed.
14. You can click the eye icon and you will be directed to the View
    Contract
15. On the Contract Content section you can click the View Supporting
    Documents link to view the contract(s) you want to view.
    
    Note: The Manage Contracts page is primarily used for storing and
    managing contracts and not e-signature nor adding dynamic fields.

• Creating a contract via Quick Contract

1. Navigate to Manage Contracts > Create New Contract + > Quick Contract
2. Populate the Contract Name and Contract Type fields
3. On the Contract Content section, click the Import Word/PDF
   Document. A pop-up window will appear:

Note: The Add Signature button allows you to assign dynamic fields
that you can drag and drop on the contract.

4. On the pop-up, select the file that you want to upload, click Open and select Upload

5. Set Metadata fields if needed.
6. Set Workflow Assignee fields if needed.
7. Add Notes if needed.
8. Click Submit.
9. Once the contract is uploaded, the system will route you to the
   Manage Contract

• Creating a contract via From Template

1. Manage Contracts > Create New Contract > From Contract
2. Select one from the Contract Type list.
3. Select one from the Contract Template list.
4. Populate the Contract Name field.
5. Set Matadata fields if needed.’
6. Set Workflow Assignee fields if needed.
7. Click Submit.
8. Once the contract is uploaded, the system will route you to the
   Manage Contract page.