To view a contract:
- Click Contracts on the left side of any RFX screen.
- In any tab (All Contracts, Active, Pending, Inactive, Future), click the View button
next to the contract.
Helpful Hint: Hovering the mouse over the information bubble
will show a summary of the contract, including contact details, terms, financial information, and any additional notes.
Contract File Overview
The contract file displays key information at the top, including:
- Contract Name
- Status
- Type of Contract and Category
Actions Button
The Actions button 
in the contract file allows users to:
- Edit Contract Information: Modify the contract details.
- Request a New Document: Request a document from the vendor.
- Send a Termination Notice: Terminate the contract with or without notifying the vendor.
-
- Note: This will only appear for Active Contracts.
- Print Contract Overview: Print a PDF summary of the contract information.
Must Know! Deleting a contract is permanent, and its contents may not be recoverable. It's best practice to make them Inactive instead.
- Delete Contract: Remove the contract and all related documents from the system.
At Risk
If a contract is missing required documents, a warning message will appear. This message will:
- List the missing documents.
- Provide a link to quickly add the missing documents or check if they are already attached or still needed.
Contract Tabs
The contract contains several tabs for managing information:
- Details:
- Displays key contract details, including contact information, terms, and financial details. Any additional information added will also appear here.
- Documents:
- Manage uploaded documents for the contract. Users can view, add, delete, or mark documents as not applicable or already included.
- Notes
- Add additional notes, categorized from a default dropdown menu. Files can be attached as needed.
- Pending
- Lists documents or tasks that are pending. For each pending item, users can:
- Comment: Add comments to track communication.
- Take Action:
- For requested documents: Cancel the request or send a reminder.
- For documents pending approval: Review and complete the approval or cancellation process.
- Lists documents or tasks that are pending. For each pending item, users can:
- Linked Contracts
- Link the current contract to a previous or future contract. Once linked, users can view the linked contract with the paper icon
or unlink it with the unlink icon
. See Linking Contracts for more information.
- Link the current contract to a previous or future contract. Once linked, users can view the linked contract with the paper icon
- Inspections
- Store inspection information for equipment. See Managing Inspections for more details.
- History
- Provides an audit trail of changes made to the contract.