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Create a new contract - Initiator

Typically, the approval workflow starts with the contract Initiator → Contract Manager → Legal → Business → Vendor. There are four steps to initiate a contract: Basic information, Contract Specifics, Attachment, Reviews and approvers. As the creator of a new contract, you are the first step, the initiator.

  1. Create a New Contract

    Click New Contract +. A panel across the top of the page shows the current stage of the contract approval.

    Panel showing the current stage of the contract approval process

  2. Fill in the required fields

    Click Next to complete all parts of the form, or you can click Save draft to complete the form later.

  3. Generate a contract document

    Select a Contract Template Type in the Contract Specifics section. The contract template will fill in automatically. If additional sections are required, then click Add another section +. Then, at the bottom of the page, click Generate contract document. This will automatically download the contract.

    Select a contract template from the dropdown menu

    Generate a contract document from the existing templates

  4. Attach Risk Assessment

    Upload Risk Assessment documents and identify the risk level in the Risk Category.

  5. Select the Contract Manager

    In Reviewers and approvers, the person you select will receive the contract proposal to review in the next stage. Then click Submit to Contract Manager.

    Note: If any fields are missing, these will be highlighted in red, and the contract proposal cannot be submitted.