Contract Management
This section provides a comprehensive overview of contract management features, highlighting the tools and functions to help your team stay efficient, informed, and compliant.
- View contracts through All Contracts, My Contracts, or Recently Viewed Contracts for quick navigation and task continuity.
- Searching, Editing, and Deleting: Use search tools to locate contracts, edit details as needed, or delete outdated or incorrect records (based on permissions).
- Notifications and Activity: Stay informed with in-app notifications and activity history that track changes, updates, and user actions on contracts.
- Generate documents using Document Generation Request.
- Upload, Import (offline or via Intelligent Import), Join, or Regenerate contract documents.
- View documents directly within the contract record.
- Manage Line Items, Terms, and Clauses (via the Clause Library and Clauses feature).
- View enforceable terms using the In-Effect View feature.
- Change contract ownership when responsibilities shift.
- Share contracts with other users or groups.
- Link and navigate Related Contracts and Related Items for context and continuity.
- View system-generated insights for decision-making.
- Export contract details, including from the Recently Viewed list, for reporting or offline use.