How to create a contract
We recommend having all your company contracts in Complete Control. This will give you best results for reports, and best advantage of the inbound notifications.
How to create a contract
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Go to Contracts and select + Contract.
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Then select the default template for contracts or optionally a custom template.
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On the General tab, enter at least all mandatory (*) fields.
Tip! You can either follow the wizard by clicking Next to open the next section; or you can open the various sections manually.
Read Contract card for all information about fields. -
Click Next to jump to the next section on the contract card. Also here, you must enter at least all mandatory fields.
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Repeat this step until all mandatory fields on the contract card are filled in.
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Click Save.
The contract is now created. If you want to edit it immediately, click .