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Creating an Agreement Record

Updated Jan 13, 2021

Once an Organization and a Contact Records have been created, you can create an Agreement Record.

Follow these steps to create an Agreement Record.

Click the Agreements tab in Contract Access

Click the New button

Select the Record Type of new record and click Continue

The primary Record Types you are likely to utilize are: Consultancy Agreement, Vendor Agreement, Expense Payment Letter and Short Form Agreement.

There is a variety of other Record Types available. For a full glossary of Record Types, click here.

Enter the Required information, signposted by a red mark next to the field

The following pages will guide you through the different sections of this page.

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