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Contract Wizards Overview

The toolbar in the Contract Profile contains a Wizard Tools button that displays a menu, which provides access to four contract wizards:

ConWizards.png

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.
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