Adding a new contract to an entity.

Contracts can be attached to entities in the portal.  To attach a contract to a particular third-party:

1. Select the “Manage Entities” tab:

   

2. Click the details button next to the entity:

   

3. Select the “CONTRACTS” tab:

   

4. Click the “ADD CONTRACT” button:

   

5. Enter details for the contract:

   

6. Click the “SAVE” button:

   

7. You will now see that the contract has been added to the contracts list:

   

8. Click the “INACTIVE” button when you are ready to activate the contract:

   

See our article on adding documents to contracts to find out how you can attach a copy of the written contract.