Requester contracts

The Requester contract menu enables you to manage contracts and links.

Managing contracts

The Requester contracts sub-menu displays the current contracts and offers the dedicated management functions.

To access the creation form, click the New contract button, or select Add requester contract from the Requester contract menu.

The Protocol determines the tabs displayed in this form.

All fields marked with an asterisk * are mandatory.

You may also create a contract by duplicating the data from an existing one.

From the Requester contracts sub-menu, select a contract in the Entity column of the table, then click Duplicate in the Actions drop-down menu. Select one of the following options:

  • Duplicate contract by service

  • Duplicate contract by client

Important

You must go through each step of the duplication wizard, even if you only work on sent contracts or received contracts.