Contract Management
Gisela
How do I Archive a Contract?
To Archive a Contract, first navigate to the Contracts dashboard in the Portal, then select the c...
Peter Soliman
How do I add a document to a Contract?
After you've created your contract (see How to Add a Contract), select Documents from the left-ha...
Xue Wu
Contracts - Bulk Editing
You can edit multiple contracts simultaneously on the Contracts Dashboard page using the Bulk Act...
Xue Wu
Why can't I create a Contract from the Project page?
Even though you are assigned a Contracts - Organization Manager role, you may encounter instanc...
Xue Wu
How can I edit the Start/End Dates and Value for my Contract?
To edit any Contract, first navigate to the Contracts dashboard, then click on the contract name ...
Xue Wu
How do I access the Contract Details?
To view a specific Contract's Details, click on the contract's title, which will be a link highli...
Whitney Chen
Contracts Bulk Adding/Updating/Removing People
You can edit the people assigned to multiple contracts simultaneously on the Contracts Dashboard...
Dave Hoang
I added a new term on my contract and it hasn't updated as the Active Term?
If your contract hasn't been set to automatically renew, you must manually set the new desired te...
Peter Soliman
Is there a way to send messages to Vendors from the Contract Module?
The Contracts Module does not have capabilities that would allow you to reach out to Vendors dire...
Peter Soliman
Why are contract fields missing when I try to edit my Contract?
After clicking Edit Contract, you may find that some of the Custom Contract Fields you've set u...
Whitney Chen
How do I change which contracts I have access to?
If you are a member of a purchasing organization and you need to be added to or removed from a pa...
Vy-Vy Nguyen
How can I view public contracts?
Public contracts is a feature that can be enabled if requested by the Purchasing Organization. W...
Dave Hoang
How to Add a Contract
Adding a contract is very simple! There are three ways to do so:
The first way is to click on the...
Kyle Champion
Contracts Dashboard Overview
When the Contracts module is enabled you will see a new heading titled Contracts across the top h...
Dave Hoang
Contract Details
When you select a contract you will be taken to the Contract Details page. The top of this page d...
Jen France
How do I search Contracts?
The Search Contracts tool is a feature of Bonfire's Contract Management module that allows users ...
Whitney Chen
How do I create a Contract Template?
If you frequently find yourself using similar types of contracts you can choose to create a Contr...
Dave Hoang
Contract Settings - Custom Contract Fields and Contract Types
Contract Settings are accessible under the Contracts section in the left-hand menu. These setting...
Dave Hoang
Contracts - Terms and Change Orders
Terms and Change Orders are a feature in Bonfire's Contract Management module that allows a user ...