Managing Contracts

Creating and Editing Contracts Create new contracts, all form fields explained, store credentials, attach files and use PDF recognition.

CSV Import and Export Export and import contracts via CSV file – with template, preview and troubleshooting.

Categories and Departments Categories group contracts by topic. Departments control visibility for different user roles.

Managing Contacts Create contacts and assign them to contracts – with name, email, phone, position and company.

Bulk Actions Edit multiple contracts at once: change status, category or department, or delete contracts.