How do I create a Status in Contracts App?

Updated on September 18, 2020 06:40AM by Admin

The Contracts App has several groups of configuration settings that allow you to adjust the way the app functions.

Steps to Create New Status

  • Log in and access the Contract App from your universal navigation menu bar.
  • Click on the “More” icon and select “Settings” located at the app header bar.
Contracts App

  • In the Settings page, select the "Contracts" dropdown and click on "Statuses" from the left navigation panel.

  • Click on the "Create" button to create a new contract status and specify:
    • Name - Name of the status.
    • Description - Description of the status.
Create Status

  • Click on the “Create” button to complete.
Status Created

  • By default, the created contract status will be in enabled mode.
  • To disable it, click on the “Enable” icon near to the contract status. The disabled status will not appear in the contract status dropdown.
  • You can update the Contract status information by clicking on the "Edit" icon if needed.

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