In addition to the possibility of importing or taking over contracts from a source system, it is also possible to add a contract manually.
- Click on Contracts in the main menu and then on the + icon in the side bar.
- In this form you can enter all kinds of information about the contract. The fields with a blue border are mandatory. The (extra) fields shown here are set by the administrator within your own organization. Click here to see an explanation for all standard fields.
- Click on the 'Add' button to create the contract. You will be automatically sent to the contract details page, where you can supplement the contract with additional information.