Skip to main content

Getting Started: Contracts

This guide will give you a better understanding what you can do within our Contracts module.

Updated over a week ago

This article will go over all the basics you need to know to start using the Contracts module in Ignite.

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

Getting Started with Contracts

First, let us take a look at the basics of the Contracts module. The module can be found in the menu to the left under the My procurement collection.

Contract List

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

The list can be filtered on any fields you have available in the list, and you can switch between different views to e.g. see only the active contracts you have.


The columns displayed in the overview can be sorted on, moved around, pinned to either side, or hidden based on your preferences. You can access these options by clicking on any column in the list.

Contract Detail Page

You can enter a contract detail page by searching for a contract in the search bar, or by clicking on a contract title anywhere in Ignite

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.
​

How to edit a contract

  1. Hover your mouse within the Details section of a contract to reveal an Edit button.

  2. Click the Edit button to enter editing mode.

  3. Edit the fields you want, then click Save changes.

🔒Note: To be able to edit a contract, you must either be its contract owner or an admin in your workspace.

Creating Contracts Manually

Your contracts can be added to Ignite in two different ways: either by uploading them as a PDF and auto-filling with AI, or by manually creating and filling them out in Ignite.

How to create a contract manually from the contract list

  1. Click on +Add contract in the top left of the Contract list.

  2. Fill in the basic contract fields

  3. Toggle off public contract if the contract should be hidden from users without access to it.

  4. Save.

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

Adding Details to a Contract

We've gone over the basics of the contract module, but there is still more information you can put on a contract. Let's go over some of the key details.

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.
​

​How to add a contract owner to a contract

  1. Hover your mouse over the Contract owner field within the contract to reveal a "Edit" button, then click it.

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

  3. Click on their name to select them.

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

  4. 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) to a contract

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.
​

How to attach a document to a contract:

  1. Open the Contract you want to add a Document to.

  2. Click Add new document(s) in the bottom of the contract or within the Documents tab of the contract.

  3. Add any documents you want, select their document types, then click Add document(s) to finish the process.

Adding a Supplier Contact to a contract

Supplier contacts can be added to any contract to have an overview of who to contact on the suppliers side regarding the contract.

How to add a supplier contact to a contract:

  1. Press the Add new button next to Supplier contacts and choose one of the existing options if fitting, or create a new contact.

  2. Fill in the details.

  3. Press Save
    ​

    Note: Supplier contacts can also be added within the supplier list or supplier profile.

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.
​

How to add a note to a contract:

  1. Switch the tab within the Contract to Notes & Activities.

  2. Write your note.

  3. Click Post to save your note.

Adding an Alert to a Contract

You can also create an Alert that notifies you via an email on a specific date. This can be used to alert you e.g. before a contract expires, when you should schedule followups and more.
​

How to create an alert for a contract:

  1. Press Add new in the Alerts section

  2. Give the Alert a name and a date

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

  3. Press Create to finish the process.

Note: Alerts will be sent to the Contract Owner(s).

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

Related Articles
Getting Started: Navigation and Settings
Getting Started: Custom Analytics
Getting Started: Suppliers
Getting Started: Carbon Accounting
Use case: Contract coverage
Did this answer your question?