Create and View Company Contract Statuses and Types

Create and Edit your Contract Types

Start by configuring your Company Contract Types within the Table Editor.

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif


  3. Click on Company Contract Types tile




  4. Enter or Edit Contract Types:



 

Updating and Viewing Contracts Statuses

Navigate to the Documents tab on the Company overview page. You can log the status of each contract by selecting the check marks as seen below.  You can keep track of pending documents that require signature by selecting the "Sent" box.  

 



You can identify pending documents as they will appear as a gray label, with the date stamp when the "Sent" box was originally clicked.

The selection is then fed into the company profile view

 

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