Manage contracts with vendors, clients, and partners.
Accessing Contracts
Navigate to: Operations > Contracts
Adding a Contract
- Click Add New
- Enter contract details:
- Contract Title: Descriptive name
- Contract Type: Service, lease, grant, etc.
- Contracting Party: Who the contract is with
- Contract Amount: Total value
- Start and End Dates: Contract period
- Add contract terms and notes
- Upload the contract document
- Save
Tracking Amendments
When contracts are modified:
- Open the contract record
- Add an amendment note or document
- Update any changed terms
- Note the amendment date and reason
Contract Renewals
Set renewal reminders by tracking end dates. Use notifications to alert you before contracts expire.
Related Documents
Store all contract-related documents in the Related Files tab.