Contracts can be attached to entities in the portal. To attach a contract to a particular third-party:
- Select the “Manage Entities” tab:
- Click the details button next to the entity:
- Select the “CONTRACTS” tab:
- Click the “ADD CONTRACT” button:
- Enter details for the contract:
- Click the “SAVE” button:
- You will now see that the contract has been added to the contracts list:
- 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.
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