A contract

A contract's page shows its details, its signatories and everything that has happened to it. The Actions panel lists what you can do with it now.

Labels that name Milestone use your organisation's own term if you've renamed it.

What you see

Details: Title, Contract Number, Contract Category, Contract Manager, Contract amount, Start date, End date, Bank account and Tags. Select Edit beside a detail to change it. The Contract amount shows the contract's currency code, such as NZD 48,500.00.
Signatories: each party's signatories and whether they are Pending, Signed or Declined. The Details tab also lists the contract's Variations, with any applied indexation among them by date, and its Key dates, such as a Renewal notice date and Review dates. At its foot, the Automations panel lists the last ten times an automation fired for the contract and what each action did; Show all opens the full log filtered to it. See Automations.
Milestones: the milestones linked to the contract. On an indexed contract the table gains Base, Uplift and Indexed.
Obligations: what the contract commits each party to, with its owner, due date and status. Select Add obligation to add one.
Versions: every document version, such as the one frozen at send, the signed snapshot, and any uploaded or replaced document. Select Download on one.
History: everything that has happened to the contract. Export saves it as a CSV or Excel file, using the filters the tab shows; you need Can generate reports. See Export one record's history.
Requests: requests the applicant has made on this contract. See Contract requests.
Conversation, beside the contract's title: messages with the applicant about this contract.

Sign and complete

Counter-sign Contract adds your signature. Your profile signature is used. The signatories before you must sign first. Once the last administrator signs, the contract is executed.
Download Contract downloads the current document.
Complete marks the contract Completed.
Replace Contract uploads a PDF that becomes the current document. Earlier versions are kept.

Apply indexation

A contract with indexation terms shows Indexation due when a contract year is ready to apply. Select Apply indexation to preview the year's new amounts and apply them. See Indexation of contract payments.

Change the bank account

Open the bank account options to change it. With review enabled, a change needs a second person to approve it: it shows Change pending review until then. See Field reviews.

Ask for a repayment

Select Request repayment to ask the grantee to return money, with the amount, a reason and a due date. The Repayments panel lists each request with its remittance reference and status, and offers Record receipt and Waive. See Ask a grantee to repay.

Terminate or withdraw a contract

Select Terminate Contract or Withdraw Contract.
Give the Reason. Only administrators see it, and it is never printed in the letter.
Write the letter: choose a Letter template (its text is copied in; edits never change the template) and the Letter Signatory.
On Review or send, choose Send the letter now (it goes to the contract's signatories who are not administrators) or Send for review, where another administrator checks the letter and may edit it first. You can Finish later.

While this is under way the contract shows as terminating or withdrawing to administrators; its signatories keep seeing the status it had. Withdrawing also stops any further signing. Until the letter is sent, Revert termination returns the contract to its signed status, and Revert withdrawal returns it to being drafted with every signature cleared.