Related contracts

🌟 Kickstart functionality

To have a consolidated view of contracts that are interconnected, allowing for quick access and preventing the unintentional duplication of contracts, you can relate contracts across multiple administrations.

Consider the following examples:

  • A blanket order held by the parent company and utilized by its subsidiary companies.
  • Various facility management contracts (cleaning, meals, etc.) for one single building.

To relate contracts, follow these steps:

  1. Click on 'Contract Manager' from the user home and open the contract file.
  2. Click on 'Related Contracts' in the top tabbar. 
  3. Then, click on the "+" icon on the right side.
  4. Select one or more contracts and click 'Save'.

The contracts will now appear under 'Related Contracts' and can be accessed directly