Contracts and Documents
The Contracts and Documents section covers topics specific to the Contracts module which tracks the status and renewal of contractual agreements and the Documents module which stores and versions documents in Sugar.
- Uploading Contract Documents
The Contracts module is used to create and manage contracts held between your organization and your customers. Documents such as contract templates must be uploaded into the Documents module first and then related to the contract record. You can view the details of the related documents via the Documents subpanel in the contract detailview.
Last modified: 08/31/2016 05:01pm