Ben Mendez

Problem After clicking Edit Contract, some of the Custom Contract Fields you've set up do not show up at all and cannot be modified.  Cause This is due to an error in setting the Adjustable? option...

The Contracts Module does not have capabilities that would allow you to reach out to Vendors directly. But there is a tab where you can create and store the Vendor's contact information for the res...

If your contract hasn't been set to automatically renew, you must manually set the new desired term as the Active Term. You can manually change the term under the Terms & Change Orders section and ...

You can edit the people assigned to multiple contracts simultaneously on the Contracts Dashboard page using the Bulk Actions dropdown menu in the top right corner. Adding or Editing People To add ...

If you are able to search for a specific Contract, you will be able to access its details by clicking on the expand icon to the right of it: This will open the Contract Details page (for more info...

To edit any Contract, first navigate to the Contracts dashboard, then click on the contract name you wish to edit:  This will take you to that contract's Contract Details page where you can view m...

Problem Even though you are assigned a Contracts - Organization Manager role, you are unable to create a Contract from the Project page. Cause You do not own the Project you are trying to create a...

You can edit multiple contracts simultaneously on the Contracts Dashboard page using the Bulk Actions drop-down menu in the top right corner.  If you want to know more about the other two options, ...

After you've created your contract (see How to Add a Contract), scroll down to Documents on the page where your contract is and select Upload.From there you will be greeted with a pop up that will ...

To Archive a Contract, first navigate to the Contracts dashboard in the Portal, then select the contract you wish to archive. Once you have opened the Contracts Details page, click on the Actions ...