Contract card, statuses, and actions

Card information, tabs, statuses, and action menu.

Last updated 13 days ago

At the top of the contract card, you will see the title and number. The Contract section displays the value, amount, type, status, dates, assignees, and description.

The card also contains Contract Addenda, Files, Document Signing, Prepayments, Objects, Notes, and Action History. The number next to a tab indicates the quantity of related records.

In the actions menu, you can:

Edit contract – modify its details;
Copy – start a new record based on this contract's data;
Convert to project – prepare a new project from the contract;
Generate contract (.docx) – create a document from a template;
Delete – remove the contract, provided your permissions and its existing links allow it.

In Preparation, Active, and Inactive describe the contract's operational stage. Consider the status in conjunction with the validity dates: an expired date does not necessarily change the status on its own.

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