Contract number *
A unique identifier assigned to the external contract.
Contract type code *
A predefined code that specifies the type of contract (e.g. due diligence, dealer agreement, service contract). This value is selected from a dropdown list and must be configured in the system beforehand.
Status code
Indicates whether the contract is currently Active or Inactive. Select the appropriate status from the dropdown.
Start date
The date the contract becomes effective. Select the date from the calendar.
End date
The date the contract expires or is no longer valid. Select the date from the calendar.
Description
A brief summary or additional details about the contract.
Download
Provides access to download the uploaded contract document or related files.
Source name *
The name of the organisation, system, or individual that provided the contract.
Source reference *
A reference ID or code used by the source system to identify the contract.
Source link *
A direct URL or link to the original source of the contract.
To add or view a person's external contracts, follow these steps:
Search for the person whose external contracts you want to view or add.
Click the person's name to view their details.
From the content menu, click External contracts.
Click Add external contract to create a new contract.
The External contracts modal opens.
Complete the required fields and click Create to add the contract.
This is how the created external contract will appear:
Checking the Show history box will display the validity range.
