Contract QRGs

These QRGs outline tasks within the Contract module. Use the category to help you find the QRG you need more quickly.

Are you looking for help with Contract reporting? Check out the Contracts Reporting Overview!

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CATEGORY QUICK REFERENCE GUIDE Modified
User Setup Configuring User Profile Contract Settings 7/13/20
Setting Up an Electronic Signature (PDF)
Adding a Team Member to a Contract 4/06/21
Removing a Team Member from a Contract 4/06/21
Creating a Draft Contract Creating a Draft Contract 7/8/20
Contract Confidentiality 08/30/21
Adding New Supplier Contacts 4/06/21
Using a Contract Language Smart Template (PDF)
Adding Notes and Attachments 3/16/21
Completing Additional Information (PDF)
Creating a Supplier before Loading a Presigned Agreement 7/22/20
Loading a Presigned Agreement in CalUsource 10/27/20
Amending a Contract 4/06/21
Deleting a Draft Contract 4/06/21
Contract Review Contract Routing Options (PDF)
Routing for Supplier and Team Review 4/6/21
Routing for Signature (PDF)
Obtaining Wet Signatures (PDF)
FAQ Contract Notifications 10/26/20
Determining Supplier Status 7/21/21
Changing the Contract Administrator FAQ 4/20/21