Contract types

A contract type is required before anyone can add a contract. Open Settings, then Contract types. The primary button is New contract type. The columns are Name, Description, and Status (Active or Archived). An empty workspace says “No contract types yet.”

New contract type

1. Choose New contract type.
2. Enter a name and, if you want, a description.
3. Under Required for this contract type, tick each built-in field this type must have.
4. Under Counterparty fields, tick a field to include it, then tick Required when the contract must have a value. Required stays unavailable until the field is ticked.
5. Existing custom fields are a Field, Use, and Required table. Tick Use, then Required when the value is mandatory. Add an existing field searches active fields and ticks Use.
6. Under New custom field, enter Field name and choose Field type. For Dropdown or Multi-select, enter one option per line. Add another field adds another row. A blank row is left out. The new field is created when you choose Create contract type.
7. Each active team is one row: No access, View, or Edit.
8. Choose Create contract type.

That save writes the type, the new fields, and the links together. If any part is refused, none of it is saved.

The built-in fields you can require are Effective date, Auto-renews, Notice period, Signed date, Contract value, Our entity, and External reference. Contract name, notice deadline, expiry date, and renewal term are not in that list. A type can include at most 40 custom fields and can give access to at most 50 teams.

Edit

Actions for {name} then Edit opens Edit contract type. It keeps the required built-ins, the field table, the team rows, and adds Autofill from document. The help is “Suggest field values from the uploaded document when creating a contract.” When AI autofill is off, the switch is disabled and says “Turned off in Settings → AI autofill”. Edit does not create a new custom field. Add that on Fields, or with a new contract type. Choose Save.

Use workspace default starts on, so the type uses the workspace lead days. Turn it off to show Days before each key date for this type only. Turn it on again to clear them.

Archive keeps the type without offering it for new contracts. Restore makes it active. Delete removes a type that has no contracts. A type that already has contracts says “This contract type has contracts, so it can’t be deleted. Archive it instead.” An archived type cannot be chosen for a new contract until it is restored.

A name is 1 to 200 characters. A description is at most 2,000. Two types cannot share a name, ignoring case, including an archived type.