Where to start
Workspace → Contracts → New Contract
Before you begin
Sign in to the correct Proplix workspace with permission to use the relevant records. The walkthrough uses fictional demonstration records; choose the correct live record before making changes.
Follow these steps
- Create a contract and choose the correct customer, subject and relevant project.
- Review the dates, value, type and description. Add the appropriate supporting document or controlled text.
- Check visibility and the supported signing process before sending or sharing the contract.
- Review the saved contract, signature status and supporting evidence. Keep renewals and subsequent changes in the appropriate workflow.
Check the result
Review the saved contract, signature status and supporting evidence. Keep renewals and subsequent changes in the appropriate workflow.
If something does not look right
If a control or record is missing, confirm the selected workspace, record context, enabled services and your permissions. Check the saved record and its activity history before repeating an action.
Useful next steps
- Plan staff access without per-user charges
- Request a module around your workflow
- Plan a rollout your team can follow
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.