How do I Customize Contract Types in Contracts App?

Updated on August 7, 2020 05:58AM by Admin

The different contract types available in the Contracts App of Apptivo can be customized according to your business purpose.

Steps to customize Contracts Types

  • In the Contracts App of Apptivo, select Settings from the App Header.
Contracts App

  • Go to Contracts → Contract Types from the left navigation panel of the Settings page.
  • The Contracts Types page will come into view.
  • Here, you can edit and delete the contract type.

  • On clicking the edit icon, the edit page will appear. Here, the Retainer Contract edit page will display.
  • Here, you can make the necessary changes and select update.
Edit Page

  • The changes are updated automatically.
Updated Changes