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Updated on 12/9/2019
contract-lifecycle-management-publication
Quick Links
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Quick Links 

The Quick Links option on the side panel provides quick access to the commonly used functions.  

Click Setup on the side panel to access these Quick links:

  • Create User: Enables you to create a new user and assign a permission group.
  • Create Contract Type: Enables you to create a new contract type and upload or create a template for the contract type.
  • Create Reminder: Enables you to create a new reminder and specify the type, duration, and recipients.
  • Create Field: Enables you to create new custom fields and configure access, translation, and other settings.


  • Existing Users: Lists all the existing user records with an option to create, edit, or delete.
  • Existing Contract Types: Lists all the existing contract types with an option to create, edit, copy, or delete.
  • Existing Reminders: Lists all the existing reminders with an option to create, edit, or delete.
  • Existing Fields: Lists all the existing custom fields with an option to create, edit, or delete.


  • Deleted Contracts: Lists contracts that are deleted. You can permanently delete these contracts or restore them. 
  • Deactivated Contract Types: Lists contract types that are temporarily deactivated. You can restore the contract types if required. 




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