How do I Customize the Contracts App?

Contracts settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

Customize Contracts App:

• Log in and access Contracts App from your universal navigation menu bar.

• Click on the More(...) icon and select Settings from the App header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General

• Collaboration

• Quick Links

• Reports

• Tags

• Email

• Email Templates

• SMS Templates

• Contracts

• eSignature

• Conversion

• Pricing

• Number Generation

• Statuses

• Resources Types

• Retainer Frequencies

• Contract Types

• Usage Tracking

• Highlighting

• Triggers

• Work Flow

• Approval Flows

• Contract Integration

• CRM

• Print/Web Layouts

• Payments

• Payment Terms

• Intelligence

• Charts

• Dashboard

• Customize App

• Master Layout

• List Layouts

• Views

• Security

• Actions

• Data Sets

• Data Access Sets