Creating Your First Contract

This article walks you through creating a new contract record in EvergreenWorx Contracts. Contracts in the system are structured to support the full contract lifecycle, including specifications, renewal options, agreement tracking, and status-based workflows.

Accessing the Contract Form

1. Navigate to Contracts from the left-hand sitemap.

2. Click + New to open the contract creation form.

The contract form is divided into several sections to help you capture relevant information.

Required Fields

To save a new contract, the following fields are required:

• Title: The name or label of the contract.

• Account Name: The customer or vendor organization associated with the contract.

• Contract Type: Select from a predefined list of contract classifications such as Fixed-Price, NDA, or Subcontract.

In addition to the above required fields, the following fields are marked as required but have default values already set:

• Tax Included: Defaults to “Yes”. Indicates whether the contract amount includes taxes.

• Renewable: Defaults to “No”. Determines if the contract supports a renewal process.

• Contract Term: Defaults to “Definite”. Specifies whether the contract has a defined start and end date or is open-ended.

These defaults allow you to save the contract without immediately updating those values, though they can be changed if needed.

Key Sections of the Form

Contract Information

Capture high-level details:

• Title

• Account and Contact Names

• Contract Type

• Substatus (automatically assigned based on lifecycle logic)

• Tags (for categorization or filtering)

Contract Specifications

Define the financial and date-related aspects:

• Effective Date and End Date

• Currency

• Contract Amount

• Termination and Cancellation notice settings

Contract Renewal

If the contract is renewable:

• Define the renewal type, term value, and term unit

Contract Agreement

Track the people and timeline involved in negotiation:

• Negotiator

• Negotiation Completed Date

• Customer Signed By and Signed Date

Saving and Continuing

Once the required fields are populated, click Save or Save & Close.

The contract will start in the Draft system status with an assigned substatus. You can then begin attaching documents, initiating workflows, or sending for approval based on your organization’s process.

Best Practices

• Use clear, descriptive titles to help with searching and reporting.

• Set the correct Contract Type to ensure workflows and templates behave as expected.

• Enter key dates and amounts early to take advantage of lifecycle automation and expiration tracking.

Creating a well-defined contract record at the beginning of the process ensures the rest of the contract lifecycle is handled smoothly and consistently.