---
title: Contracts
description: "The main Contract record form is where all key data about a particular Contract is kept, including the following: Contract Type, Company, Primary Contact, Effective Date, Termination date, etc. ![](https://evergreenworx.com/wp-content/uploads/2023/03/Contracts_done.png) In the ribbon, available actions are displayed for the current…"
url: "https://evergreenworx.com/docs/contracts/"
updated: "2025-10-22"
---

# Contracts

The main Contract record form is where all key data about a particular Contract is kept, including the following: Contract Type, Company, Primary Contact, Effective Date, Termination date, etc.

  ![](https://evergreenworx.com/wp-content/uploads/2023/03/Contracts_done.png)

In the ribbon, available actions are displayed for the current Contract record, such as deactivating the record, deleting the record, running a report, or submitting for approval. The actions available depend on your security role and permissions.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number2-1-300x300.png) Record forms have tabs that allow the user to move between different data elements of the record. On the Contract record, you’ll see the following tabs:

- Summary – Displays contract details and terms data.
- Timeline – Displays the Contract’s history such as the record’s creation, modification, Notes, Activities, and more. For more information, see [Timeline | EvergreenWorx](https://evergreenworx.com/docs/timeline-2/).
- Approval – Displays any procedural steps that are needed for a Contract to be approved, as well as the approval status and relevant dates.
- Activities – Displays various communications associated with the establishment or management of the Contract. For more information, see [Activities | EvergreenWorx](https://evergreenworx.com/docs/activities-2/).
- Companies – Displays Accounts that are parties associated with the Contract. New Companies for this Contract can be created from this grid using the ***+ New Contract Company***
- Contributors – Displays Contacts that contribute in some way with the Contract. New Contributors for this Contract can be created from this grid using the ***+ New Contract Contributors***
- Documents – File attachments such as working drafts, completed documents, photos, etc.
- Related – Any other related items such Record Audit History.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number3-300x300.png) Status of the record shows whether this Contract is in draft mode, is currently active, or is closed.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number4-300x300.png) Business Process Flow of the record shows the specific stages of a Contract’s development before becoming an active Contract. These include Draft, Negotiation, Signing and the final stage, Activation.