Contracts Features

Creating A Contract

đź“Ś

You’re on the Asset View.

You’re on the Finance - Asset View page.

You have access to the Finance Records section.

The contract has not been created yet.

  1. Click Add.

    1. A list will open.

  2. Click Add:

    1. The editor will open.

  3. Fill out all relevant fields.

  4. Click Save.

    1. The contract has been created.

  5. Select the contract you have just created.

  6. Click Add.

The contract has been created an assigned to the asset.

Assigning A Contract To An Asset

đź“Ś

You’re on the Asset View.

You’re on the Finance - Asset View page.

You have access to the Finance Records section.

The contract has already been created.

  1. Click Add.

    1. A list will open.

  2. Select the contract you want to assign to the asset.

  3. Click Add.

The contract has been assigned to the asset.

Deleting An Assigned Contract

đź“Ś

You’re on the Asset View.

You’re on the Finance - Asset View page.

You have access to the Finance Records section.

The contract has already been assigned to the asset.

  1. Select the contract you want to delete.

  2. Click Delete.

The contract has been deleted and is no longer assigned to the asset.