Risk Manager: How do I create a contract or agreement?

Overview

This article shows you how to add / create a contract or agreement through the Contracts & Agreements module in Risk Manager.

Instructions

Follow the steps in this flowchart to add / create a contract or agreement (select to enlarge):

Mandatory fields will be highlighted when creating a contract or agreement if missed.

Adding a Notice Period will require an additional step when reviewing a contract.

Related information

Attachments

Select the file below for a printable version of this FAQ:

Updated

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