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Business Contracts Management Manual

Welcome to the Business Contracts section of our application. This module is designed to help you create, manage, and review business contracts with ease. Whether you're drafting a new agreement, updating existing details, or browsing through archived records, this guide will walk you through the key features and processes.

1. Introduction

The Business Contracts module is designed to help your organization efficiently manage all contractual relationships with clients, suppliers, and partners. This module provides a centralized location for creating, tracking, editing, and organizing various types of business contracts.

With built-in support for filtering, categorization, custom IDs, and lifecycle statuses (e.g., Draft, Active, Terminated, Archived), the system enables better visibility, accountability, and compliance throughout the contract management process.

Whether you're onboarding a new vendor, renewing an existing agreement, or simply reviewing archived records, the Business Contracts module makes it easy to stay organized and in control.

2. Inputs

Creating a New Contract

To create a new contract, fill in the following fields:

  • Title (Required): Enter the name of the contract.
  • Status: Choose from Active, Terminated, Draft, or Archived.
  • Custom ID: (Optional) Enable the checkbox labeled “Set Custom ID” to enter a unique identifier.
  • Supplier/Account: Select the associated supplier or account, based on the context.
  • Valid From: Pick the start date of the contract.
  • Valid To: Pick the end date. Leave blank for open-ended contracts.
  • Date of Signature: Enter the date when the contract was officially signed.
  • Contract Type: Choose a type from the dropdown (e.g., Service, Purchase, Lease).
  • Category: Select a category that best represents the contract.
  • Description: Enter detailed information. Use the toolbar for rich text formatting.
  • Termination Reason: If status is set to Terminated, this field becomes required.

Editing an Existing Contract

To update a contract:

  1. Locate the contract from the list.
  2. Click the “Edit” button.
  3. Make the necessary changes.
  4. Click “Save” to apply your updates.

3. Filtering

You can filter contracts using the options in the filter bar:

  • Status: Filter by contract state – Active, Terminated, Draft, or Archived.
  • Date Range: Use Valid From and Valid To fields to define the range.
  • Supplier/Account: Show contracts associated with specific suppliers or accounts.
  • Contract Type: Filter by type (e.g., NDA, Purchase Agreement).
  • Category: Filter by business or legal category.
  • Labels: Use tags to quickly find labeled contracts.

4. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Business Contracts App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy financing! 🚀

5. FAQ

How do I create a new contract?

Click the "Create B2B Contract" button, complete the required fields, and submit the form.

Can I assign a custom ID to a contract?

Yes, enable the "Set Custom ID" checkbox and enter your preferred identifier.

How do I filter contracts by date?

Use the "Valid From" and "Valid To" fields to select a date range.

What should I do if I encounter an error while submitting a form?

Review the error messages on the form, fix any missing or incorrect fields, and try again.

How can I view only active contracts?

Use the status filter and select "Active" to show only currently active contracts.

Is it possible to edit a contract after it has been created?

Yes, click the "Edit" button next to the contract to make changes.

How do I delete a contract?

Click the "Delete" button beside the contract. You must have the proper permissions to perform this action.