A Contract is a legally-binding document outlining the partnership between your nonprofit and another company, organization, or government. Argenta allows you to store your contracts and their details in one place within the system.

From the Argenta main menu on the left-hand side of the screen, choose My Organization > Our Contracts.

 
 

Click the “Add New” button.

 

 

This will open the Workspace for Contract screen. All required fields are designated with a pink *.

 

 

 

 

You may also need to enter some notes about the Contract as well as any related files.  For help adding a related file please refer to KB Article - Add Related Files.  For help adding notes to the notes section please refer to KB Article - Add A Note to the Notes Section.

In addition to the contract details, you have three other tabs of information. Before moving on, make sure to click the Save Icon at the top of the page.

Amendments Tab:
 
The Amendments tab allows you to add and keep track of all the amendments to the contract in one place. To add an amendment simply click the "Add New" button.
 
 
This will open the Add A New Contract Amendment screen.
 
 
From here fill out the following details of your amendment:
One you have filled out the details of the amendment, click the "Add This Amendment" button. This will save and close your amendment and you will now see it listed in the Amendment tab.
 
Notifications:
 
*This section is coming soon!
 
Record Permissions:
 
Individual records can be locked so only master admins and users who are listed here can view or edit them. To add contract user permissions for this record simply add them here by selecting the user from the drop-down menu, the click the "Add Selected User" button.  This will add the user to the record permissions and allow the user to edit and view the record.