Notes is a function that is available in the contract menu for registered contracts.
They are important for keeping the information about the contracts updated and for providing additional information that is necessary to understand and manage the contracts correctly.
When should notes be used?
- When new information relating to the contract is added.
- To provide further explanations or updates that complement the actual content of the contract and are not part of the description of the contract.
- When there is a need to clarify the contract's structure or relation to other contracts.
How to add a note?
Go to the contract's detail page and navigate to the "Notes" tab. If, for example, there is a new price list that belongs to the contract:
- Upload the new price list in the "Notes" tab.
- Provide a clear description of the document and how it relates to the contract.
- To clarify the contract's structure: Write a note describing the contract's position in an overall structure, for example, if it is a sub-contract to a main contract.
What should be included in a note?
Supplementary information that provides a deeper understanding of the contract.
Updates that complement the basic terms of the contract.
When should you not use notes?
For work tasks to be performed according to the contract. Instead, use the "Task" tab for this purpose.
Supplementary tips
Ensure to always provide enough context so that others can easily understand the purpose of the note. Notes are not for tasks – they should only contain information relevant to understanding and managing the contract.
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