If the community has the Contracts module enabled this can be configured by selecting the Administration option from the page selector menu on the left of the screen and then selecting the Contracts module from the options menu to the left of that.
Contract Types are a way to organize your contracts into different categories or types of contracts and add additional fields to the Leadsheet for certain contract types. You may want to create a Contract Type for purchase agreements with a supplier, certificate of insurance, master agreement, or any type of contracts signed by staff to be stored. The Contracts feature allows flexibility for the Community to store many types of contracts, depending on the needs of your establishment.
When adding a contract type, you may also include an optional form. This would allow you to require additional information when creating a contract of a specific type. For more information on Community Forms, see the help documentation found in Using Community Forms.
Document types are a way to keep the documents you attach to a contract organized. By creating Document Types you can assign these types to documents as you upload the files. Any documents assigned to a specific type will appear with the others of the same type, giving you an organized view of the Contract Documents.
Contracts can be linked together so it's possible to easily see the relationships between contracts. Link types allow you to define the relationship between those contracts. For example, master agreements that can have many sub agreements or a general consortium agreement that links to the specific supply agreement. Users select a Link Type at the time of linking to define the relationship.
To create a link type select Add Contract Link Type, give the link type a name and enter a name for the Inward and Outward Relationship. The Inward Relationship is the name for the relationship pointing towards this contract e.g. Master Agreement of. The Outbound Relationship is the name for the relationship pointing towards the other contract e.g. Sub Agreement of.
Workflows allow a peer review and approval process for contracts. Community administrators can design custom tailored workflows for each contract type within their community. This allows contracts to follow a designated path with groups or individual users to review, approve and edit contracts before the contract is cleared to go live. For more information on Workflow, see: Contract Workflow