Quick Start Guide

This is a general-purpose category for saving different types of contracts. The top grouping of index fields relates to contract-specific information such as the contract number and dates, while the bottom grouping relates to customer-specific information such as contact details.

A few points to keep in mind with this category:

Contract No – The yellow highlighting indicates that this is a mandatory field. This means the field requires a value to be entered in order to save the document. You can also make it unique and prevent duplications by right-clicking on the field, selecting Properties, and setting the database index to Unique. This also allows you to set auto-append settings to determine how documents with the same index data are handled (if they should replace or be appended to the original document).

Contract Type – This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Types of Contract. Although the entries in this dictionary can be modified and added to, the default values are:

•Cost Plus

•Fixed Price

•Lump Sum

•Time & Material

•Unit Pricing

Contract Status – This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Contract Status. Although the entries in this dictionary can be modified and added to, the default values are:

•Approved

•Expired

•Final Draft

•Initial Draft

•Signed

Client Name – This is a free text field. The yellow highlighting indicates that it is a mandatory field. This means the field requires a value to be entered in order to save the document.