Creating a New Contract

The purpose of this article is to explain how a Superuser can create a new contract within the new client admin panel.

Video content is available below.

Firstly, select the + symbol within the Contracts tab:

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You will then be presented with a pop-up box, prompting you to enter the contract name, and select contract type and language:

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Once the contract name, type and language has been entered, you can then expand the cloning options section. Within here, you can select a contract to close from, should you wish. You are able to clone a number of things, such as approvals, roles & permissions, and tags:

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Once you have confirmed your selection by ticking the appropriate boxes, select Create to finalise the contract creation.

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