How to create a new contract

To create a new contract, go to the Projects module and click the Contracts tab inside of a specific project'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 – Give the contract a name.
• Internal Number – This number is a reference number. It is automatically generated and cannot be changed.
• External Ref No. – The external reference number is the actual contract/document number under which it is filed by both parties.
• Tags – Add a tag with relevant keywords. This will help with organization and later when searching for documents.
• Effective Date – The date from which the contract is effective from. This doesn’t mean the upload date.
• Signature Date – The date when both parties signed the contract.
• Description – Add a description of the contract.
• Status – The status will show which phase the contract is at. Contract statuses can be defined in the Organization Configuration by an administrator.
• Is Active – Active or not? If it's ticked, the contract will show up in the system under Active State. 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 project 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.