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Contract types

Settings → Contract types lists the types people choose from when they create a contract: NDA, MSA, SOW, Employment, Lease, Partnership, Vendor and any you add.

Settings, Contract types

Types decide which templates, clauses, workflows and custom fields apply to a contract, and they are used in filters and reports.

  • New contract type: a name and a description (up to 300 characters), for example Reseller agreement.
  • Edit to rename a type or change its description.
  • Archive a type to stop it being offered for new contracts. Contracts already using it keep it. Archived types are listed separately and can be restored.
  • Delete a type you added that has never been used. Built-in types can be renamed or archived, but not deleted.

Each row shows where the type is used: how many contracts and templates use it, and whether a workflow covers it (No workflow means contracts of this type can't be submitted for approval yet).

The search index line at the top shows how many contracts are indexed for text search, and how many are waiting.