Have a Question?
< All Topics<
Print

Contracts

PostedMarch 20, 2022
UpdatedNovember 25, 2023

The Contracts tab in AML Pulse provides a centralized platform for managing your customer contracts. It allows you to store, organize, and track essential contract details to ensure compliance and maintain accurate records.

Contracts Table

The Contracts table displays a list of your contracts in a tabular format. Each row represents a single contract and includes the following information:

  • Number: The unique identifier for the contract.

  • Subject: A concise description of the contract.

  • Client: The name of the customer associated with the contract.

  • Contract Type: The type of contract, such as Sales Agreement, Service Agreement, or Non-Disclosure Agreement (NDA).

  • Contract Value: The total value of the contract.

  • Start Date: The date on which the contract becomes effective.

  • End Date: The date on which the contract terminates.

  • Manage: A dropdown menu with two options: Download Contract and Edit Contract Details.

Downloading Contracts

To download a specific contract, click on the “Download Contract” option under the “Manage” dropdown menu. This will initiate the download of the contract document in PDF format.

Editing Contract Details

To edit the details of a specific contract, click on the “Edit Contract Details” option under the “Manage” dropdown menu. This will open a new window where you can modify the contract’s information, including subject, client, contract type, contract value, start date, and end date.

Managing Contracts

The Contracts tab allows you to effectively manage your customer contracts by:

  • Storing contracts electronically: Securely store and organize all your contracts in a centralized location for easy access.

  • Tracking contract details: Maintain accurate records of contract terms, including subject, client, type, value, dates, and associated documents.

  • Downloading contracts: Easily access and download contract documents in PDF format for sharing, printing, or reference.

  • Editing contract details: Make timely adjustments to contract details as needed to reflect changes in terms or agreements.

Posted
Updated