Open Contracts
Choose active contracts, templates, or cancellation work.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Contracts is for and choose the correct next action.
Safety and data checks
- • Signed agreements are legal records and must not be casually edited or deleted.
Complete the task
- 1Navigate
Open Open Contracts
Use the Hub navigation to open Open Contracts. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Contracts is open and its page heading is visible.
- 2Review
Understand what belongs here
Contracts groups monitoring agreements and related workflows without replacing customer or work-order records. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Choose whether the work concerns an active agreement, reusable template, renewal, signature, or cancellation. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the specific contract and read its status, dates, parties, signatures, and activity before acting. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Signed agreements are legal records and must not be casually edited or deleted. This orientation ends before any irreversible or customer-facing submission.
Signed agreements are legal records and must not be casually edited or deleted.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.