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Administrator Guide
Last Updated: 2024-07-26
Customize Contracts and Contract Intake Forms

Customize Contracts and Contract Intake Forms

You can customize contracts and contract intake forms to fit the business needs of your company.
  1. Access
    Settings
    Customize Contracts
    .
  2. (Optional) In the
    General Settings
     tab, select
    Lock down Final Spend when the contract is approved
    . When enabled, sourcing managers can't modify the Final Spend of a contract.
    To modify the Final Spend of an
    Active
     contract, sourcing managers must revise a contract or change the status to
    In Progress
    .
  3. In the
    Manage Contract Types
     tab, click
    Customize
     on the contract type you want to edit.
  4. (Optional) Select the
    Require contract approval before signature
     check box.
    When you select the check box, you can only send contracts in these statuses to DocuSign:
    • Active
    • Approved
    • Expired
  5. (Optional) Access
    Customize Contracts
    Manage Contract Reasons
    .
    Create reasons for when you:
    • Cancel contracts.
    • Mark contracts as
      Needs Attention
       or
      Does Not Need Attention
      .
    • Terminate contracts.