How do I start configuring my Contracts settings?
What's the issue you're facing?
I'd like to start configuring my Contracts solution. What things do I need to think about and how do I start setting this up?
Solution
Before you get started using your Contract Dojo account, it’s important that you’ve considered what information you would like to store so that you can get this set up in your Contracts Settings.
Your Settings can be accessed via the Admin tab in the top right corner of your screen.
Here you can select what information you would like users to include when creating their contract records and what details you would like to show in the Contract Summary.
For example, you may wish to capture the geographic region or the specific Department that the contract relates to. Review the article linked below for a quick guide on the types of things you should think about.
We'll go through each section one by one in the below links and explain how they're configured.
Getting Started
Listing Page
New/Edit Page
Document Upload Types
Host Permissions
Reporting and Integrations
*Note that if you’re responsible for setting up your Contracts module but can’t see the Admin menu, contact your Superhost to be given the correct permissions.
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