Quick Start Guide

This folder includes some categories for storing different types of contracts your organization may handle, such as maintenance, property, or service contracts.

These categories require careful balancing of access permissions. While a draft contract may often need to be changed, sometimes by more than one party, signed and finalized contract should generally remain undisturbed and most importantly, securely stored and quickly available to be used as evidence in possible legal disputes.

For this reason, it’s recommended to create two levels of access for these categories – Read/Write and Read-Only. The user group with Read and Write permission is allowed to save and edit contracts as necessary. This should be restricted to a small number of individuals, for example authorized legal department employees. On the other hand, the user group with read-only permission should only be allowed to view, not change, certain contracts. For example, this could include customer support employees who may need to reference, but not edit, customer contracts.

If required, permissions can be refined even further by classifying certain contracts into subcategories. Specific security settings can be set on each subcategory to essentially create permission subsets within a category.

A short description of each category in the Contracts folder can be found in the next sections.