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Administrator Guide
Last Updated: 2023-11-17
Create Contract Types

Create Contract Types

Create contracts and identify the types of contracts you want to create.
You can categorize your contracts according to
Contract Types
, enabling you to manage them in your
Contracts Dashboard
 more efficiently.
  1. Access
    Settings
    Customize Contracts
    Manage Contract Types
    .
  2. Add a contract type name and
    Contract Type Short Code
     and click the
    Add New Contract Type
     button.
  3. Click the
    Customize
     button for the new contract type.
  4. In the
    Contract Setup
     section, consider:
    Option Description
    Include contract type on intake
    When enabled, users can select the contract type from the intake form.
    Require contract approval before signature
    When enabled, this type of contract must have the Approved status before you can send it to the supplier for signature.
  5. (Optional) Add an
    In Progress Status
     for the contract type or
    Edit
     or
    Delete
     existing in progress statuses.
  6. (Optional) In the
    Milestone Template
     section, add milestones for the contract type. Strategic Sourcing adds milestones to the contract in the order listed in the section.
  7. In the
    Customize Layout
     section, select which fields you want to display on the contract type for the contract and to stakeholders on the intake form.
  8. In
    Manage Contract Types
    , set a
    Default Contract Type
     to control which contract type initially displays when your users create a new contract.
You can customize and sort your contracts by types and manage contract statuses.