Contract Form

  • Updated

The Contract form is a customized form linked to a specific Contract Type, used by buyers when initiating a new contract.

 

Enabling the Contract Form

A Community Administrator must link the desired custom form to a specific Contract Type:

  1. Navigate: Go to the Administration module > Modules > click Contracts.

  2. Add Contract Type: Select the Contract Types tab > click +Add Contract Type.

  3. Link Form: A pop-up box will appear.

    • In the Name field, add the contract type name.

    • Select the desired form from the dropdown in the Form field.

  4. Additional Settings (Optional): Communities can also add a drafting workflow and/or set options to make documents visible, if desired.

 

Buyer Experience for Contract Forms

If the form has been successfully configured and linked to a Contract Type, buyers with the Create Contracts role will encounter it during contract creation:

  1. Access: Go to the Contracts module > click Create Contract.

  2. Form Display: On the Leadsheet tab, if the user selects a Contract Type option associated with the customized form, the Contract form will populate under the Contract Form header, prompting the user to insert or attach applicable information.

 

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