How to add a new contract

You must have the necessary access level to edit contracts.

Before adding a new contract first use the search and filters to check it isn’t already there.

Note: Further guidance is available on how to add contracts using a spreadsheet export and import.

When in the “Contracts” view, click on the “+ New Contract” button in the top right.

Enter as much contract information as possible (Note: some fields are mandatory – see field descriptions for detail).

Click “Save” in the top right to save your new contract.