Documents

How to use Contracts in Customer Flow

Company agreement value and end date so renewal is visible — not Sales call-offs.

Where to find it: Left menu → Documents & Records → Contracts

Document management and extraction in Customer Flow — Watch the video on the Documents on the file page — A still from the Documents on the file video. Play it on the Documents on the file watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Documents & Records → Contracts. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Record the party, value, start, and end. Attach the signed file. Set a reminder via expiry.
Step 3
Check it saved
Expiry should list the end date. Finance should not be surprised by an auto-renewal.

Questions people ask

Do I need to log in to use Contracts?

Yes. Contracts is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Contracts in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Is this the same as Sales contracts?

No. Sales call-offs stay under Sales. This register is company agreements for renewal and retention.

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How to use Contracts in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Contracts in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related