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.
Click on Account & Settings
Click on Table Editor
Click on Company Contract Types tile
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