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

  1. Go to Contracts and select + Contract.

  2. Then select the default template for contracts or optionally a custom template.

  3. 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.

  4. Click Next to jump to the next section on the contract card. Also here, you must enter at least all mandatory fields.

  5. Repeat this step until all mandatory fields on the contract card are filled in.

  6. Click Save.

The contract is now created. If you want to edit it immediately, click .