This article is intended for administrators.
How to Edit or Customize Contract Types within the Contract Organizer
- You can easily customize the contract types according to your needs.
- If you need to track different types of contracts within any of your contract organizer, use categories
Steps to Edit Contract Types
- Go to the settings of your contract organizer by clicking on the edit pencil
- Open the "Categories" tab
- If the categories are already created, you can easily edit them
- You can add categories
- You can delete unwanted categories
Why can't I delete some categories?
- You cannot delete categories that are active and in use, meaning they have items assigned to them.
How do I make a category available for deletion?
- You must change all items in that category to a different category, which will then free it up for deletion.
- Or, you must delete all items assigned to the category.
- You can also rename the category.