There are two ways to create a contract: manually and from a solicitation.

Create a contract (manually)

  1. In the Contract dashboard, click Create contract in the top left part of the screen.

  2. Fill out a name for the contract.

  3. Select a template from the drop-down menu.

  4. Select a category for the contract (i.e. finance, HR, etc). Click Create contract.

Create a contract (from solicitation)

        1. Once the Solicitation has been awarded click on the Contract tab.

         2. Click the Create Draft Contract button.

        3. Fill out fields as necessary. Click Create contract.



Once the contract has been created, the system automatically generates a contract number for this contract, which you can search in the dashboard of the contract module. Within a contract there are six standard tabs, named: Contract, Participants, Tasks, KPI Questionnaires, KPI Evaluation & KPI Results.