- Contract Renewal wizard
- Contract Assignment wizard
- Document Package wizard
- eSignature Package wizard
If you have permissions to create a contract, there will also be a Creation Wizard button in the toolbar, which allows you to run the Contract Creation Wizard.
The Contract Profile also employs three other wizards:
- Copy Contract Wizard, which creates a new Contract Profile by making a copy of an existing Contract Profile, and also allows you to select the additional forms that you want to copy to the new Contract Profile.
- Move Document Wizard, which allows you to move documents from one Contract Profile to another Contract (or Company) Profile if you inadvertently uploaded the document to the wrong profile.
- Workflow Wizard, which allows you to create contract workflows and also edit these workflows.