How to create a new contract

To create a new contract, go to the Clients module and click the Contracts tab in a client’s page. 

Click Add New in the top right corner.

An Add New Contract modal window will pop up.

Fill out the fields about the new contract:

• Name (required) – Give the contract a name.
• Internal Number – This number is a reference number. It is automatically generated and cannot be changed.
• External Ref No. (optional) – The external reference number is the actual contract/document number under which it is filed by both parties.
• Tags (optional) – Add a tag with relevant keywords. This will help with organization and later when searching for documents.
• Effective Date (required) – The date from which the contract is effective. This doesn’t mean the upload date.
• Signature Date (optional) – The date when both parties signed the contract.
• Description (required) – Add a description of the contract.
• Status (required) – The status will show which phase the contract is at. Contract statuses can be defined in the Organization Configuration by an administrator.
• Is Active – If this is ticked, the contract will show up in the system as active. Unticking this checkbox will result in changing the contract state from Active to Inactive.
• Attachment – Upload a copy of the contract here.

Review the information and click Save. You will then be taken to the client contracts list.

Note! Vault Synapse is a highly customizable, tool meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.

Note! A user can access the contract information only with the relevant permissions/access rights given by the administrator.