Skip to main content

What actions can I perform to a contract?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

There are many actions that you can perform to a contract. There are archive, edit and generating contract's PDF.

  • Archive a contract

  1. Click on Contracts submenu from CRM module.

  2. Click on contract's

    Small

    then click on Archive.

    Archive
  3. Click on OK.

    Archive
  • Edit a contract

  1. Click on Contract submenu from CRM module.

  2. Click on

    Small

    then click on Edit button.

    Edit
  3. Change the informations that you want to edit then click on Save button from the right bottom corner.

    Edit

Same thing can be done by clicking on a contract then click on Edit button then follow the steps from above.

Edit
  • Download contract's PDF

  1. Click on Contracts submenu from CRM module.

  2. Click on

    Small

    then click on PDF.

    PDF

Same thing can be done by clicking on the contract the click on Generate PDF.

PDF
PDF
Did this answer your question?