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 the main concepts in video are mostly still applicable.
⚠️We recommend checking out the articles in the Contracts collection for the most updated information.
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
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
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.
To be able to edit a contract, you must either be its contract owner or an admin.
Creating your Contracts
Creating your Contracts
To begin populating the table, we need to Create a New Contract.
Click on + Add contract
Fill in the required field
Contract Title
Fill in the other fields if needed.
Toggle off public contract if the contract should be hidden from users without access.
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 owner.
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 Owner
Assign a Contract Owner
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.
Only the owner of 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 owner that can see the contract.
Open the contract you want to assign a Contract Owner to.
Click "Edit" next to the Contract Owner field. The button will show up when you hover over the Contract Owner field.
Search for the user you want to assign to the contract.
Click on their Name to select them.
Note: You can add more than one person as a Contract Owner
Click Save changes in the top right to complete the process.
Note: Only an admin or the contract owner can set others as contract owner for a contract.
Adding Documents (Files)
Adding Documents (Files)
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:
Open the Contract you want to add a Document to.
Click Add new document(s) in the bottom of the contract
Add the documents you want
You can download or remove files by clicking on the buttons next to the file.
Adding a Supplier Contact
Adding a Supplier Contact
Supplier contacts can be added to any contract to stay track of who to contact.
To Add a Supplier Contact:
Press the Add new button next to Contact persons and choose one of the existing options if fitting, or create a new.
Fill in the details.
Press Save
Note: Supplier contacts can also be added within the supplier list.
Add Notes to a Contract
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:
Switch the tab within the Contract to "Notes & Activities".
Write your note.
Click Post to save your note.
Adding an Alert to a Contract
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:
Click Options in the top right and choose Edit contract
Press Add new in the Alerts section
Give the Alert a name and a date
We recommend being specific so it is easier to remember what it is about
Press Create to finish the process.
Note: Alerts will be sent to the Contract Owner
Note: You have to be logged in to the Ignite platform to view most of the other articles