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Contracts help you manage legal agreements with your clients. Here's how to create one:

Step 1: Navigate to Contract Creation

Click "Contracts" in the navigation menu, then click "Create Contract", or visit /contracts/create.

Step 2: Select Project (Optional)

If creating from a project page, the project will be pre-selected. Otherwise, choose a project from the dropdown. This helps link the contract to specific work.

Step 3: Enter Contract Details

Fill in the contract information:

• Contract Title: Name or title of the contract (required)
• Contract Reference Number: Your internal reference (optional)
• Description: Brief description of the contract
• Contract Type: Type of contract (e.g., Service Agreement, NDA, etc.)
• Status: Set initial status (usually "Draft")
• Expiry Date: When the contract expires (optional)
• Notes: Additional notes or terms

Step 4: Upload Contract File

Upload the contract document:

• Click "Choose File" to select a PDF or document
• Supported formats: PDF, DOC, DOCX
• File will be stored securely and accessible through the portal

Step 5: Create Contract

Click "Create Contract" to save. A contract number will be automatically generated.

After Creation

Once created, you can:

• Share the contract with the client
• Track contract status
• View when it was shared and acknowledged
• Manage contract lifecycle