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The Contract Page

An improved version of the Contract Page is available on the site.

All important features from the tabs and menus are easily accessible from the Contract Page. Allow us to summarize what these features are. Be sure to click the links in each section for additional information.

1) Single page viewing. Instead of four different tabs (Dates & Reminders, Related Docs, Custom Fields, and General) that you have to switch between to view information, all this information can now be viewed on one page.

2)  The "Forms" are configurable. You can Include just the fields you want (standard fields and custom fields) in one Form without having to also click through different tabs. Users with Admin rights can edit these Forms with new drag-and-drop functionality. If you don't see all your fields immediately, here's a short video on how to add them to your Default Form

3) Configure where Notes are displayed. The Notes section can be displayed at the top right or bottom right of the Contract Page. Simply go to Settings>Company Settings>Notes Position for Contract Page

4) Select from three document viewing options. There’s no more scrolling down to the bottom of the page to view the contract. View the data and contract side by side, the data by itself, or just the contract in a larger format.

5) Improved Dates & Reminders. We made a number of changes to make Dates & Reminders even easier to use, including a big upgrade to the auto-renew feature.

Have questions? Need help with these updates? Contact us at support@contractsafe.com.