Adding, Editing, and Deleting Contracts

You can use the Contracts screen to view and manage all contracts associated with vendors in your organization, including creating new contracts and updating or removing existing ones.

To add a contract

  1. On the Third-Party Risk Management menu, select Inventory > Contracts.
    The Contracts screen appears.
  2. Click the Add contract button.
    The Add contract modal appears with fields based on the attributes and attribute groupings configured in the Attribute manager.
  3. Complete the fields.
    For more information, see Add Contract Modal Reference.
  4. Click the Save button.
    Click the Save and add new button to create the contract and immediately begin creating an additional contract record.

Add Contract Modal Reference

Note:

This image and table display only required fields. Depending on your attribute configuration, you may see additional fields when creating a new contract.



Field
Description
Upload File

Click the Upload file button to select the document you want to upload as the contract. You can also add an optional description to help identify or explain the purpose of the uploaded document.

Show only required fields

Select the Show only required fields checkbox to display only the fields required to create a new contract, making it easier to focus on relevant, mandatory fields. You can update non-required attributes later from the Contract details screen.

Clear this checkbox to display all available attributes when creating a new contract record.

Search bar

Use this search bar to search for specific attribute fields by name.

Primary Vendor Required

Select the primary vendor that this contract will be associated with.

Contract Name Required

Enter the name of the contract.

Contract Organization Required

Select the system organization responsible for managing the contract. This value is automatically populated from the primary vendor record.

Contract Type Required

Select the type of contract that you are uploading. The options include:

  • Data Processing Agreement

  • End User Licensing Agreement

  • Master Service Agreement

  • Privacy Policy

  • Privacy Type

  • Purchase Agreement

  • Statement of Work

  • Unknown

Contract Status Required

Select the current status of the contract.

  • New

  • In Progress

  • Under Review

  • Signed

  • Expired

  • On Hold

  • Terminated

Contract Agreement Created Date Required

Select the date that the contract was generated/created.

To edit a contract

  1. On the Contracts screen, click the name of the contract you want to edit.
    The Contract Details screen appears.
  2. Click the field you want to edit.
  3. Make changes as necessary to suit the needs of your organization.
  4. Click the Save button.

To delete a contract

  1. On the Contracts screen, click the name of the contract you want to delete.
    The Contract Details screen appears.
  2. Click the Delete button.
    A confirmation modal appears.
  3. Click the Delete button.

To export the contracts list

  1. On the Third-Party Risk Management menu, select Contracts.
    The Contracts screen appears.
  2. Click the Export button.
  3. Click the Close button.
    The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.

Bulk Create for Contracts

Note:

Custom user-type attributes are supported in bulk import templates.

  1. On the Third-Party Risk Management menu, select Contracts. The Contracts screen appears.

  2. Click the Context Menu icon then select either Bulk Create. The Import Template screen in Global Settings appears.

  3. Click the Download button for the template needed.

  4. Complete the downloaded template for the records you want to import.

  5. On the Import Template screen, click the New Import button.

  6. Complete the fields and select the file to import then click the Submit button. For more details on bulk imports, see Bulk Import.