Contracts can be classified using Contract Types. Contract Types are considered a classification code. Argenta comes loaded with common Contract Types to help you get started, but you can change them at any time. You can add or delete any Contract Type by selecting Classification Codes from the Argenta dashboard on the left hand side of the screen.
This will bring you into all the Customizable Classification Codes within Argenta. From here you will choose "Contract Types."
This will open the full list of your Contract Types. From here you will select the "Add New" button.
This will bring up the Add A New Contract Type screen where you will enter a new Contract Type.
Once you have entered a name for the Contract Type click the "Add This Classification Code" button. This will close the screen and add your new Contract Type to the list.
View The Total Number Of Records
Above the list is a record number that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.
Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.
Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every list in Argenta has an “Export To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.
To Remove A Contract Type
In the contract type list, click the corresponding “Delete” button to remove the contract type from Argenta. Contract types that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the contract type because it has been used to classify a contract. If you still want to delete it, you can find the contracts associated with it by filtering the contract list, reclassifying all associated contracts, then trying again to delete it.