How to create a contract?
Please note that to create a contract, you must have created a signature beforehand. We explain everything in this article👇
How to create a signature?
There are two ways to create a new contract.
Go to the Documents menu → Contract List.
Click the green "Add" button on the top left and then fill in the required fields. Upon selecting the user for whom you are creating the contract, certain fields will be filled in automatically. Starred fields are mandatory.
Go to the Documents menu → New Contract.
Then fill in the required fields. Upon selecting the user for whom you are creating the contract, certain fields will be filled in automatically. Starred fields are mandatory.
Do not forget to save!
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How to create a signature?
There are two ways to create a new contract.
1. Through the sub-menu "Contract List"
Go to the Documents menu → Contract List.
Click the green "Add" button on the top left and then fill in the required fields. Upon selecting the user for whom you are creating the contract, certain fields will be filled in automatically. Starred fields are mandatory.
2. Through the sub-menu "New Contract"
Go to the Documents menu → New Contract.
Then fill in the required fields. Upon selecting the user for whom you are creating the contract, certain fields will be filled in automatically. Starred fields are mandatory.
Do not forget to save!
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Updated on: 28/06/2024
Thank you!