how-to-customize-contract-types-using-categories

This article is intended for administrators.

How to Manage Contract Categories in Your Contract Organizer

• Easily customize your contract categories to fit your business needs.
• To better organize and track different kinds of contracts within any of your Contract Organizers, use categories.

Steps to Manage Contract Categories

1. Navigate to the settings of your Contract Organizer by clicking the edit icon.
2. Open the "Categories" tab.
3. If categories already exist, you can easily modify them.
4. Add new categories.
5. Delete any unneeded categories.

How to Edit or Customize Contract Types within the Contract Organizer

• You can easily customize your contract types to suit your specific needs.
• To organize and track different types of contracts within your Contract Organizer, use categories.

Steps to Edit Contract Types

1. Go to the settings of your Contract Organizer by clicking on the edit pencil icon.
2. Open the "Categories" tab.
3. If categories are already created, you can easily edit them.
4. You can add new categories.
5. You can delete unwanted categories.

Why can't I delete some categories?

• Categories cannot be deleted if they currently contain items.

How do I make a category available for deletion?

• First, move all items from that category to a different category. Once the category is empty, you can delete it.
• Alternatively, delete all items currently assigned to the category. Once empty, the category can be deleted.