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How to Create a Contract

Creating a contract is quick and flexible. You can start with just a name and type — and return later to fill in more details.

Steps

  • Click Create Contract
  • Enter a name
  • Choose a contract type
  • Click Create → You now enter the contract documentation flow

All new contracts are created in draft status by default.

The Flow

  • Step 1: General info (description, tags)
  • Step 2: Access and ownership
  • Step 3: Dates and notifications
  • Step 4: Contract terms and currency
  • Step 5: Counterparties and suppliers
  • Step 6: Documents

contract-flow

Document contracts with a guided flow — at your own pace

Related Articles

  • Understanding Contract Metadata and Access Control
  • Adding Documents and Counterparties to Contracts