In Contract Management, companies use custom fields to collect and store important information about contracts. Each contract is assigned a contract type such as Cleaning Services, Software Support. etc.

A contract type consists of a set of custom fields and triggers which can send notifications and reminders to contract attendees.

Contact Fields and Types are created and edited in Contract Administration. You can create triggers for a contract type from the Contract Type editor. Contract type triggers are automatically applied to all contracts created for that type. Or, you can add triggers to individual contracts in the contract properties workspace.

»To open Contract Administration

Open the Contract Management window and click the Contract Administration button on the toolbar. Contract Management displays the Contract Administration window with three tabs:

• Fields: Create and edit custom fields such as company name, company phone number, contract start date, contract renewal date, contact name, contact phone number, etc.
• Types: Create and edit contract types which can consist of multi-page forms with fields for entering data that  that pertains to that type of contract.
• Clause Library: For users licensed for Contract Authoring, use the Clause library to create and manage global clauses that can be added to contract document templates. See Contract Authoring or Clause Library for more information.

Related Topics

Create custom fields for contracts

Create contract types