Contract Numbering

The Contract Numbering option is available under Contract Portal Settings.

It’s a simple and convenient way to identify your contracts. Clicking on Contract Numbering opens the below page.

The contract name can be customized by choosing the necessary fields from the drop down.

By selecting a field and clicking on ‘Add’ button, the field gets added to the box on the right.

Click update and see the fields getting reflected in the Contract Name.

Only if ‘On Demand’ button is clicked, box integration box will be shown while creating contract.

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