Use Contracts to keep business documents in one place and track which people they are assigned to.
Contracts are document records. They do not replace legal review.
Open contracts#
Go to Admin > Contracts.
The page has contract records and assignments.
Create a contract#
- Click Create.
- Add a title and description.
- Choose the contract type.
- Set the start and end dates.
- Upload the document.
- Save the contract.
Supported document types depend on the upload workflow. Use a clean final document, not a draft with internal notes.
Version history#
When a contract changes, use version history to keep track of document updates.
Version history helps you understand which document was active at a point in time. It does not decide whether a legal change is valid.
Assign contracts#
Use assignments when a contract should be connected to a person.
Assignments help you track:
- Who the contract belongs to
- Which contract version was assigned
- Whether follow-up is needed
Common issues#
The upload fails#
Check the file type and file size. Try a fresh copy of the document.
A person is missing from assignment#
Check that the person exists in the relevant customer or staff records.
The contract dates are wrong#
Edit the contract record or create a new version if the document itself changed.