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Download page Creating a Contract Request.
Creating a Contract Request
To create a contract request
- Click the App Launcher icon () and select Contract Apps.
- Go to the My Requests tab and click Create New Request.
Enter values in the details.
Fields marked with * are required.
Field
Description
Contract Request Name *
Enter the contract request name.
Contract Type *
Select the contract type from the drop-down menu. The available options are:
- NDA
- MSA
The default contract type is NDA.
Requester
Search and select the requester's name.
Description
Enter the description.
- Click Next to display the Contract Request page.
Enter the following details in the Basic Information section.
- Contract Name, Contract Number, and Contract Type fields are auto-populated.
- By default, the contract name is populated with the contract request name. To edit the contract name, see Editing a Contract Request.
Field
Description
Contract Number Unique non-editable number assigned to the contract request by the system.
To edit this field before you submit the contract request form, an administrators must turn the "Editable Contract Number for Contract Request Form" setting on. For more information, see General Settings.
Account * Search and select the account name. Contract Category Select a contract category from the drop-down list. Total Contract Value Enter the total contract value. Parent Contract Enter the parent contract. Executed Date Specify the executed date. Owner Type Select the owner type from the drop-down list. Owner Search and select the owner. Send email notification for owner change Turn this setting on to send an email notification for owner change. Primary Contact Enter the primary contact. The values in the Status and Status Category fields are automatically updated as In Progress or Request based on whether the contract request is in progress or submitted.
Click Next and enter the following details in the Terms & Renewals section.
Field
Description
Contract Start Date
Select the contract start date. Time
Specify the contract start time. Contract End Date
Specify the contract end date. Time
Specify the contract end time. Term Months
Enter the contract term in months. Contract Term Type
Enter the contract term type. Renewal Term
Enter the renewal term. Click Next and enter the following details in the Key Dates section.
Field
Description
Retention Date
Specify the contract retention date. Time
Specify the retention time. Activated Date
Specify the contract activated date. Time
Specify the activated time. Click Next and enter the following details in the Miscellaneous section.
Field
Description
Termination Date
Specify the contract termination date. Time
Specify the termination time. Termination Notice Days
Enter the contract termination notice in days. Click Next and upload the files in the Upload Documents section. You can drag and drop multiple files.
- Supported file formats are .doc, .docx, .pdf, .png, .rtf, and .txt.
- A maximum of ten files can be uploaded at a time.
When you click the Close button, the Unsaved Changes window appears. Select one of the following options.
- Close & Save: The details entered are saved and redirect you to the Contract Request list view.
- Close & Discard Changes: The details entered are not saved and you are redirected to the Contract Request list view.
- Click Next to view the Summary section. You can view a summary of all details entered in previous sections.
- Click the Edit icon ( ) next to the section name to edit the details of that section.
Ensure the details entered are correct and then click Submit. This creates a new contract request and takes you to the Contract Details page. The values of the Status and Status Category fields on the Contract Details page are are both updated to "Request".
- The contract request's status is updated to Submitted on the contract request list page.
- You can create multiple contract requests with an In Progress status.
- You can open an "In Progress" contract request and edit its details.