When a contract status is updated to "Live," the Overview tab activates, consolidating all related activity.
Learn here what it contains!
Live Dashboard:
- Overview Tab: Consolidates all related activity for live contracts.
Change Requests:
- Launch Change Requests to update contract terms.
- After all sides accept changes, they take effect.
Launching Contracts from the Dashboard
- If you're an Admin you can customize the dashboard under Settings > Dashboards to include direct buttons to take users to the contracts creation screen.
Support/Resources
Still have questions about the Live Contracts dashboard? Click Support in the bottom-left corner of Worksuite to contact our Support team, or email support@worksuite.com. Including a link to the page you're on and a screenshot helps us answer faster.