You must have the Contracts Administrator role, View Contracts role or be a member of a contract with the Create Contracts role in order to view a contract.
All contracts can be viewed by selecting Contracts from the module switcher. You can search and view the details of your community contracts on the Contracts page. If you are a member of the contract with edit permission you can also make changes to contracts, including copying, amending or renewing a contract.
Search
When a user navigates to Contracts, there are a number of filters that can be used to help search for the contract(s) they are looking for. To view all search options, click the Filters button on the top right (you can also hide the filters by pressing the button again).
- Search Contracts - This searches the contract number, name, description and any attachment names.
- Contract End Date - This allows you to search by the contract end date.
- Counterpart - Filters all contracts by counterpart (the party the contract applies to).
- State - This allows a user to filter contracts by Active or Pending. If your community has a contract workflow uploaded then you can also search by any custom states that have been used. If the user would like to include Expired and Canceled contracts, they can tick the box under State to include these in their search.
- Buyer - Filters all contracts by who the initiator or owner of the contract is.
- Contract Number - If the user knows the number of the contract they are looking for, this filter will make their search quick and easy.
- Organization Unit - If your contract is assigned to an Org Unit, you can filter the Org Units you belong to.
- Include Closed - If you check the box to Include Closed, your search results will include any contracts that are expired, canceled, or archived. (This is deselected by default).
For information on contracts see Creating a New Contract or Contracts Administration Module.