Defining Contract Types
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»To create a contract type
Contract Triggers
Contract triggers use information entered in date/time fields to automatically perform functions such as automatically sending emails, changing contract labels, or even changing the value of custom fields. Contract triggers must be associated with a Date Time field so that they can be scheduled. For example, you could automatically send an email to contract attendees 30 days before the contract expiration date.
»To add or modify triggers for a contract type
From the Contract Type Editor, click the Triggers button on the toolbar to open the Contract Triggers window.
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