Create and edit contracts

To create new contracts, you first need contract templates.

The creation of contract templates is explained in more detail in this chapter.

Creation of a new contract

Click on New Contract in the contract list (menu item Contracts & Documents > Contract Management > Contracts) to start entering a contract.

First, you need to select a contract template and enter a contract title in the Name field.

After confirming the contract creation with the OK button, you can start filling in the contract data.

Completing and editing a contract

When a new contract is created, it is automatically opened in edit mode and can be filled immediately.

An existing contract can be edited using the Edit button in the contract’s toolbar.

As soon as a field content is changed, the Save button in the toolbar is activated. To save changes, click this button.

To discard changes, click the back arrow in the toolbar or click Cancel and confirm the following dialog.

Adding and deleting file attachments

Files can be added to or deleted from a contract when it is in edit mode.

To add one or more files, drag them into the Drop File to Upload Here… area, or click the area to open the Browse dialog.

An uploaded file can be removed by clicking the recycle bin icon to the right of the file.

By clicking on the pencil icon, the title of the file can be changed and the file attachment categories defined in the contract template can be selected.