Create Contract

The Create Contract menu on the home page is a shortcut to create contracts by using interviews or contract templates.

Creating a contract from an interview

In the Create Contract section, the From an Interview tab is displayed by default. You can select the Interview Name link to create a new contract. You can also search for more interviews on the From an Interview tab.

Creating a contract from a contract template

On the From a template tab of the Create Contract section, you can select the contract template and create a contract. The same form opens when you click New > Contract.