Contracts

The Contracts module tracks your contractual relationships — who they’re with, their key dates and status, how they’ve been amended, and the paperwork behind them. (It tracks the relationship and its compliance dates, not redlining or negotiation.)

The Contracts list

Open Contracts from the left navigation to see every contract you can access, with its classification, key dates, and status. Filter with the row beneath the headers, and select rows to Export.

What a contract record holds

Open a contract to see its details and these sections:

• Parties — the parties on each side of the relationship (a contract can have several). Counterparties are recorded as organizations or people.
• Amendments — modifications to the contract’s terms, each with an effective date.
• Contract Documents — metadata for the agreement, statements of work, exhibits, and related paperwork. The files themselves attach via Documents.

Creating a contract

Creating or editing contracts requires Editor access to the Contracts module.

1. From the Contracts list, click New.
2. Enter the contract’s classification, key dates, and status.
3. Click Save, then open the record to add parties, amendments, documents, and renewal reminders.

Who can access contracts

• Viewing requires access to the Contracts module.
• Creating or editing requires Editor access.

On Enterprise plans, organizational unit (OU) scoping limits the list to contracts within your assigned OUs.