Guide5 minutes
Creating a new contract
Create the contract card, and enter the parties, the terms and the people responsible.
1
Open the contracts module
From the left-hand menu choose "Contracts" and press "New contract".
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აქტიური
2
Choose the contract type
Pick the type of contract and which of your legal entities is a party. The type decides the extra fields and the process.
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3
Fill in the basics
Add the title, the counterparty, the dates it runs between, the value, the currency and the colleague responsible.
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4
Save the draft
Once the draft is saved you can upload the document, refine the terms and start the approval.
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Tip
✓ Use a clear title, so the contract is easy to find in a search.
✓ A counterparty can be added straight from the creation form.
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