Contracts
Search Contracts
You can search for contracts from the list view page. Click on the far-right of the list view table header. Enter the search term in the relevant column's search text box. Note that you cannot search through date fields. Click Go. Use global search ...
Notify Owner/Vendor
On the contract details page, go to Actions > Notify. Select Email the Owner or Email the Vendor, depending on who you want to notify. In the Send Email form, fill the following details: Enter the owner/vendor in the To field. This is mandatory. To ...
Print Contract
On the contract details page, go to Actions > Print Preview. The contract details are displayed in a printable format in a pop-up window. Use the browser print options to print the contract. Go to the top-right corner of your browser and open the ...
Renew Contract
On the contract details page, select Actions > Renew Contract. The Renew Contract form contains the rules of the original contract. Use the following pointers to renew the contract: Step 1: Specify the contract details Provide a unique name to your ...
Contract Relationships
You can map relationships between contracts from the same vendor as parent and child contracts. Contracts that are dependent on other contracts are called Child Contracts. The contract on which child contracts depend on is called the Parent Contract. ...
Edit/Delete Contracts
Edit Contract Go to the contract details page and click Edit. Make the necessary changes in the Edit Contract form. Click Save. Delete Contract In the contracts list view page, select the contracts you want to delete. Click Delete on the tool bar. ...
Contract Details Page
Go to Contracts and click on a contract to navigate to the contract details page. The contract details page has three tabs: Contract Details: You can view details of the contract, vendor, attachments, and assets associated with the contract. You can ...
Filter Contracts
You can filter and manage the contracts in the list view based on the contract status & type using the relevant filter combo boxes. You can filter contracts based on different status levels. You can also filter contracts based on contract types: All ...
Import Contracts
You can import contracts in bulk from Microsoft Excel files. Go to Contracts and click Import from XLS. Locate the XLS file on your device. Click Submit. Map the Excel columns with the relevant fields. Click Import. After the contracts are imported, ...
Create a New Contract
Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions menu on the application header. Step 1: Specify the contract details Provide a unique name to your contract. (Character limit: 100) If your ...
Overview - Contracts
AssetExplorer supports formulating, controlling, and managing legally-binding contracts with external parties . Contract management can be used in conjunction with service management and asset management. You can create contracts for your assets, ...