Quick Start Guide

This category can be used to save a very common type of contract: maintenance contracts.

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).

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 Status. Although the entries in this dictionary can be modified and added to, the default values are:

•Active

•Closed

•Complete

•Denied

•New

•Pending

Invoice No – This field will likely be related to an invoice saved elsewhere in the system, for example in a category dedicated to invoices. It’s possible, if desired, to automatically link documents in these two categories using common index data.

Description – This is free text field limited to 50 characters by default, but this can be increased. You can do this by right-clicking on the field box, selecting Properties, and changing the value for Length. The maximum value is 4,000 characters. If you increase the character limit, make sure you resize the box on the dialog accordingly so all entered text can be seen on the screen.