Creating a Contract Request

To create a contract request

1. Click the App Launcher icon () and select Contract Apps.
2. Select the My Requests tab to view the list of contract requests.

3. Click Create New Request.

4. Enter values in the following 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.

5. Click Next to display the Contract Request page.

6. Enter the following details in the Basic Information section.

   

   Contract Name, Contract Number, and Contract Type are auto-populated.

   Field	Description
   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.
   Time	Specify the executed time.
   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. 

7. Click Next and enter the following details in the Terms & Renewals section.

   Field	Description
   Contract Start Date	Specify 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.

8. 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.

9. 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.

10. 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. You can select one of the following options.

    • Close & Save: The details entered are saved and redirect you to the Contract Request list view. The "Request form has been saved" popup is displayed.
    • Close & Discard Changes: The details entered are not saved and redirect you to the Contract Request list view. 
11. Click Next to view the Summary section. You can view the summary of all the details entered in the previous sections.
12. Click the Edit icon ( ) next to the section name to edit the details of that section.

13. Ensure the details entered are correct and then click Submit. The “Request form has been submitted successfully” popup is displayed. 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 status of the contract request is displayed as Submitted on the contract request list page.

    

    • You can create multiple contract requests with "In progress" status 
    • You can open an "In Progress" contract request and edit the details.