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Getting Started: Contracts
Getting Started: Contracts

This guide will give you a better understanding of what Contract Management is and what our Contracts module can do.

Updated over 3 months ago

This article will go over all the basics you need to know to start using Contracts in Ignite. Each section below contains a simple how-to, and a task we would recommend you to try to get familiar with Contracts. 🙌

If you have any other questions, don't hesitate to contact us in the Chat! 💬

User interface has changed, but main concepts in video are still applicable

Getting Started with Contracts

To begin with, we shall take a look at the absolute basics of the Contracts module. The module can be found under Suppliers in the menu to the left.

Contract List

When you enter Contracts, you will be met with the Contracts List page. This page is your go-to place for an overview of all your contracts.

The columns displayed in the overview can be moved and hidden based on your preferences.

Contract Detail Page

You can enter a contract detail page by searching for a contract in the search bar or by clicking on a title in the Contract Overview page.

The Contract Detail page will give you all relevant information about your contracts at a glance and the possibility to edit this information if you have the right permissions.
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To be able to edit a contract, you must either be its contracts responsible or an admin.

Creating your Contracts

To begin populating the table, we need to Create a New Contract.

  1. Click on + Add contract

  2. Fill in the required field

    1. Contract Title

  3. Fill in the other fields if needed.

  4. Toggle off public contract if the contract should be hidden from users without access.

  5. Save.

Once you have added a new contract, the contract will be visible in the Contract Overview. You will also autimatically be set as its Contract Responsible.

Contract Management

We've gone over how you can do set up the basics on your contract, but there is still more information you can put on a contract. Let's go over some of the key features.

Assign a Contract Responsible

We can assign a contract to a user in Ignite - in order to assign contracts to specific team members. You can use this field to build a contract database so that everyone has control of their contracts.
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Only the one responsible for a particular contract and the admins of a workspace can make changes to a contract. If the contract viewability is changed into being restricted, it is also only the admin and contract responsible that can see the contract.

  1. Open the contract you want to assign a Contract Responsible to.

  2. Click Options in the top right and choose Edit contract

  3. Click "Edit" next to the Contract Responsible field.

  4. Search for the user you want to assign to the contract.

  5. Click on their Name to select them.

    1. Note: You can add more than one person as a Contract Responsible

  6. Click Save changes in the top right to complete the process.

Note: Only an admin or the contract responsible can set others as contract responsible for a contract.

Attaching Documents

In Ignite you can add any files that are relevant to a contract to the contract itself. Whether it be the contract itself, NDAs, or any other information you would like to access later.

To Attach a Document:

  1. Open the Contract you want to attach a File to.

  2. Click Options in the top right and choose Edit contract

  3. Press the Add New button next to the Documents field or drag and drop documents into the field.

  4. Add the documents you want

  5. Optional: Click the toggle to make the document public

You can download or remove files by clicking on the buttons next to the file. You can restrict files to only be viewable by admins and the contract responsible by switching the "Public" switch off.

Assign a Supplier Contact Person

You will also be able to save any relevant contact persons for the supplier. This way you know who to contact when it comes to renewal or questions regarding your contracts.

To Add a Supplier Contact Person:

  1. Click Options in the top right and choose Edit contract

  2. Press the Add new button next to Contact persons and choose one of the existing options if fitting, or create a new.

  3. Fill in the details.

  4. Press Save

  5. Finish the process by clicking Save changes up in the right corner.

Add Notes to a Contract

You can also add notes to a contract, if you would like to keep tabs on the activities you have had for a given contract.

To Add a Note:

  1. Write a Note in the text box in the bottom right.

  2. Click Add note to save your note.

Note: Only the person who wrote the note can edit or delete the note.

Adding an Alert to a Contract

In Ignite you can also create an Alert that notifies you via email once a specific date is reached. This can be used to alert you well before a contract expires, when you should schedule followups and more.

To Create an Alert:

  1. Click Options in the top right and choose Edit contract

  2. Press Add new in the Alerts section

  3. Give the Alert a name and a date

    1. We recommend being specific so it is easier to remember what it is about

  4. Press Create to finish the process.

Note: Alerts will be sent to the Contract Responsible

Want to learn more about Contracts? Click here!

Note: You have to be logged in to the Ignite platform to view most of the other articles

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