Knowledge

Settings -> Clause Types -> Contract Categories -> Approval Flows -> Entities -> Vendor Categories -> Vendors -> Clause Libraries -> Contract Types -> Contracts -> Addendum

1.7. Revisions

The Revisions tab is used to manage the Contract's versions. Whenever the contract information or content is edited, the system saves it as a new version.

The Restore function is used to revert to your desired Contract version. Before restoring, you can preview the PDF to check if the contract content matches your desired restoration.

Note: If the Contract has been fully signed, the Contract version cannot be Restored. 

1.8. Tasks

The Tasks tab is used to create and manage Tasks related to the Contract.

1.9. Checklist

The Checklist tab is used to manage the Special Clauses that were selected when creating the Contract. When a clause has been executed or complied with, you can mark the clause as complete.

You can also create your own clauses or checklists.

1.10. Attachments

The Attachments tab is used to manage the Contract's related files. If you uploaded files when creating the Contract, they will also be stored here.

The Visible to Customer function is used to allow the file to be displayed to the counterparty. When the counterparty signs the Contract, they can see these attached files.

1.11. Activity

The Activity tab is used to display the history of actions performed on the Contract, such as creation, editing, approval, signing, restoring, etc.

2. View Contract Content without Login

Select the View function corresponding to the contract whose content you need to view according to the counterparty's role.

The counterparty can sign the contract on this screen. The signature will also be stored.