This article shows you as an organization administrator how to fit contracts to the way you work.
Where to find it
It all sits under Settings in the menu at the bottom, spread across several tabs.
Contract types
Under Contract Types you set up which kinds of agreement you have, for example framework agreements or one-off purchases. You add new ones with Create new.
Custom contract fields
If you need to record something the solution does not already have, you create a field under Custom Contract Fields. The field then appears on contracts and can be searched.
💡 Tip: Create a custom field when the information needs to be findable across agreements. If it only belongs in one place, it fits better in the description.
Internal parties
Under Internal Parties you register units in your own business that can appear as a party on a contract. That helps when several companies or departments enter agreements separately.
Document templates and standard terms
Document Templates are ready-made documents you reuse. Standard terms is terms text that can be attached automatically.
Next
See Inside a contract for how the fields are used.