What is a client contract

Vault Synapse's Contracts module allows you to create, store, and manage multiple types of client contracts in one place.

On the client contracts page, you can view the list of contracts related to a client. Keep an eye on expiration dates and deadlines by adding reminders and notes to contracts. Add, edit, and move client contracts as required.

To view information about a client's contracts, go to the Clients module and click the Contracts tab in a client’s page.

The table includes the following columns:

• Name – Displays the name of the contract.
• Internal Reference Number – A system-generated number assigned to the contract by default. This number cannot be changed.
• External Reference Number – Shows the external reference number of the contract, if one exists.
• Date Signed – Indicates the date when the contract was signed.
• Description – Provides a brief summary or description of the agreement between parties.
• Upcoming Key Date – Displays important upcoming milestones or deadlines related to the contract.
• Status – Shows the current status of the contract. Possible statuses include Done, In Negotiation, Letter of Intent, Revised, Terminated, Cancelled, Superseded, Signed/Executed, and Draft.
• Last Change – Indicates when the contract was last modified and by whom.

You can search for a contract in 3 different ways:

• Manually – Select the relevant contract from the list.
• By using keywords – Enter the name of the contract or any keywords that the contract name contains to find your entry.
• By using filters – Use filters to help narrow down your search.

Note! Contracts created in any of the modules can be later found in the Contracts module.