CLM for Administrators ยป Contracts Menu


Contracts Menu

The Contracts menu on the top panel enables you to configure contract types, workflows, and email templates.

You can:

  • Add contract types that are used in your organization.
  • Create new templates or upload MS Word templates for each contract type. 
  • Edit templates online in the template editor. 
  • Add statuses to represent the contract lifecycle.
  • Configure the workflow for each contract type to simulate the approval process followed in your organization.
  • Add contract clauses and supplements that can be included in the contracts by users.
  • Create email templates for email messages that are frequently sent with similar content.  

Click Setup > Contracts on the side panel to access these options under the Contracts menu: