Adding a Contract

Step 1: Access the Contracts Module 

• Click on Contracts in the left-hand menu. 

Step 2: Open Actions 

• Click on the Actions button on the right side of the screen. 
• Select either New Contract or Link from Existing: 
  • New Contract: Option to add a new contract, either by uploading and viewing side by side or entering details without the contract being uploaded. 
  • Link from Existing: Copy details from an existing contract to create a new one. 

Entering Contract Information 

When adding or editing a contract, there are five sections to complete: 

• Details: 
  • Contract Type, Category, Subcategory (if applicable), Description, and additional notes. 
  • Optional: Select Annual Service Agreement Evaluation to include the contract in vendor evaluations. 
  • Recommended: Enter Contract Type and Category. 
• Vendor Information:
  • Vendor Company (select from the Master Vendor List or type in manually), Rep Name, Email, Phone, Account Number, Website, Corp Email, and Corp Phone. 
  • Recommended: Enter Vendor Company and Rep info. 
• Terms:
  • Contract Start and End Dates, Vendor Cancellation Notification timeframe, and Auto Renewal Clause details. 
  • Recommended: Enter Contract Start/End Dates and Cancellation Notification. 
• Financial:
  • Payment Frequency, Payment Amount, Total Contract Value, Annualized Amount, Net Payment Terms, Late Payment Fees, Warranty, Buyout, and Special Contract Pricing (if applicable). 
  • Recommended: Enter Net Payment Terms. 
• Documents:
  • Upload required documents: Contract/Agreement, Pricing, Business Associate Agreement (BAA), Liability Insurance. 
  • Option to add more documents. 

• • Recommended: Enter Contract/Agreement, Pricing, BAA, and Liability Insurance (if applicable).

Click Save when finished.