COMPANY ADMIN GUIDE

Create Contract

Add new contracts to your company contract management system

Accessing the Create Contract Form

To create a new contract:

  1. 1Navigate to Company Contracts from the menu.
  2. 2Click the + New Contract button in the top-right corner.
  3. 3The Create New Contract form will open.

Contract Information Section

This section contains the basic details about the contract:

1

Company *

Select the company that is party to this contract from the dropdown list. This company name will be displayed in the contracts list.

2

Contract Title * (Required)

Enter a descriptive name for the contract. Examples: "Software Development Agreement", "Annual Maintenance Contract", "Service Level Agreement (SLA)", "Consulting Services Agreement".

3

Contract Value * (Required)

Enter the monetary value of the contract. Example: "50,000" (currency will be determined by system settings). This helps track the financial value of agreements.

4

Payment Frequency

Select how often payments are made: One-time, Monthly, Quarterly, Semi-annually, or Annually.

5

Allowed Employees

Specify which employees are allowed to work on or access this contract. This field helps control who can view and manage the contract.

Date Configuration

Set the contract validity period:

1

Start Date * (Required)

Select the date when the contract becomes effective using the date picker. Format: MM/DD/YYYY.

2

End Date * (Required)

Select the date when the contract expires using the date picker. This is critical for managing contract renewals.

3

Status

Set the contract status: Active (currently in effect) or Inactive (not in effect or expired).

Terms and Conditions

Add detailed information about the contract terms:

•

Terms and Conditions Text Area

Enter or paste the complete terms and conditions of the contract. This rich text editor allows for formatted text, including Arabic content. Include all important clauses, obligations, payment terms, and penalties.

•

Formatting Tools

Use the formatting toolbar to add bold, italic, underline, lists, links, and other formatting to the terms text.

Attachments Section

Attach supporting documents to the contract:

•

File Upload

Click "Choose File" to upload contract documents (PDF, Word, Excel). Supported formats: PDF, DOC, DOCX, XLS, XLSX, etc.

•

Document Management

Upload the signed contract, amendments, exhibits, or any related documents. Each file can be up to 10MB.

Description Section

Add optional notes and descriptions about the contract:

•

Description Text Area

Add additional notes, summary, or important information about the contract. This field is optional but helpful for quick reference.

Saving the Contract

Once you've completed all required fields:

  1. ✓Review all information for accuracy, especially dates and contract value.
  2. ✓Verify that all required fields are completed.
  3. ✓Click Save Contract to create the contract record.
  4. ✓Click Cancel to discard changes and return to Company Contracts list.
Tip: After saving, the contract will appear in the Company Contracts list and the system will track its status based on the current date and expiration date.

Best Practices for Contract Creation

  • Be Descriptive: Use clear, detailed contract titles that explain the purpose and type of agreement.
  • Accurate Dates: Double-check start and end dates to prevent missed renewals or compliance issues.
  • Complete Terms: Include all important clauses, termination conditions, and payment terms in the T&C section.
  • Attach Documents: Upload the signed contract and any amendments for easy access and reference.
  • Add Notes: Include summary or key points in the description for quick reference by other team members.
Important: Contracts are critical business documents. Ensure all information is accurate before saving. Pay special attention to dates and contract values as these impact financial reporting and compliance.