Settings for contract types, statuses, templates, and terms

Administration of types, statuses, fields, templates, and access.

Last updated 13 days ago

Administrators can access contract settings via System Settings → Contracts.

In the Types section, create contract groups. Specify the name, default contract title, numbering series, whether to use automatic numbering, and the default document template. Types appear as tabs in the contract list.

In the Statuses section, manage process stages: name, color, active status, default value, and sequence. Formulate statuses concisely and consistently so the system recognizes when to select them.

In the Document Templates section, create the contract content and specify the language, organizations, and file name. A template assigned to a specific type will be suggested when creating a new contract.

Via System Settings → Module Field Settings → Contracts, you can manage field notes, default values, requirements, and visibility. Changing visible fields may reset the user's table view.

Assign permissions for viewing, creating, editing, and deleting contracts within user roles. Visibility can also be restricted based on organization, assignees, and contract type. Manage client portal access separately.

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