Contracts Overview
Contract Insight provides many options and functionality for creating and managing contracts. You can access the Contracts section of Contract Insight via the Contracts top navigation menu. There are several different options of how to access Contracts depending on what actions you would like to take. Clicking Contracts on the top navigation menu option will cause a drop down list to appear, which will provide you with several options for adding, viewing, and searching contracts.
The following links will provide you with detailed instructions for Adding, Editing, and Managing your Contract Records:
Adding a Contract Record
Find/Search Contracts
Managing/Editing a Contract Record
Contract Attachments
Attachment Check-In/Check-Out
Contract Tasks Overview
Add Company to Contract
Assign Departments to Contract
Assign Employees to a Contract
Assign Locations to Contract
Contract Notes & Comments
Contract Checklists & Milestones
Contract Price/Cost Schedule
Contract Financials
Copy a Contract Record
Link Contracts
Contract Company Information
View Vendor/Client Ratings
View Contract History
Contract Record Alerts
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