Contract – WorkDo Dash SaaS Add-On Guide

Contracts Page

• On the Contracts page, you will first see a summary showing total contracts, this month’s total contracts, this week’s total contracts, and last 30 days total contracts. This helps you quickly see how many contracts are being added.
• Below this summary, you will see a list of all the contracts that have already been made. Each one shows information like contract ID, subject, user name, contract value, type, start date, end date, and status.
• To add a new contract, just click the “Create” button at the top. A form will open where you can fill in all the details. You need to type the subject, pick a user from the dropdown, enter the value, choose a marketing type, add the start and end date, and write a description.

Manage Contracts

• To create a new contract, click the “Create” button at the top of the Manage Contracts page. Enter a Subject, Value, start date or End Date, select Status from the dropdown (Pending, Accepted, Closed, Declined), select the Contract Type, and assign Users. If needed, create a new type using Create contract type (comes from the contract type section); the same applies for adding a new user via “Create user” (comes from the user management).
• At the top of the page, summary cards display an overview of your contracts at a glance: Total Contracts, Pending, Accepted, Closed, Declined, and Expiring Soon (contracts ending within 30 days).
• The contracts table displays each contract’s icon, Contract Number, Subject, and Contract Type, along with the Assigned User, Status, Duration (with Start Date, End Date, and Total Duration), Value, and available Actions.
• Each contract’s Duration includes a progress bar showing what percentage of the contract has been completed, automatically calculated and updated based on the Start Date and End Date. The Status column shows a dropdown so you can update a contract’s status directly from the list (Pending, Accepted, Closed, Declined).
• Use the search bar to find specific contracts. Click the “Filters” button to expand the filter panel, where you can filter by Type, User, and Date Range. After selecting your filters, click “Apply” to view the filtered results or “Clear” to reset them.
• Under Actions, you can perform several tasks on each contract:
• Duplicate: Create a new contract based on an existing one. The form opens pre-filled with the original’s Subject (marked as a Copy), Value, Contract Type, Status, and Assigned User; just add a new Start Date and End Date. Click “Duplicate” to create it, or “Cancel” to discard.
• Preview: View a formatted, print-ready version of the contract, showing the Client Name, Contract Value, Start/End Date, Duration, and Description, with options to Print or Download as PDF.
• View: Open the full contract details page.
• Edit: Update the contract’s information.
• Delete: Permanently remove the contract.
• When you click the View button, you can see the detail page, where key figures, Contract Value, Start Date, End Date, Duration, and Days Remaining, are displayed at the top alongside its current Status.
• The left panel of the contract detail page shows the Contract Details (Client, Contract Number, Contract Type, and Created Date) and the Signatures section, listing who has signed and when.
• The contract detail page is organized into five tabs: Details, Attachments, Comments, Notes, and Renewals.
• Details: Shows the contract’s Description, which can be updated using the “Edit” button.
• Attachments: Lists uploaded files with their File Name, who uploaded them, and the upload Date, with options to download, preview, or delete each file. Click the upload icon at the top right to add new attachments.
• Comments: Displays a comment thread on the contract, where you can write and post new comments and edit or delete your own.
• Notes: Works similarly to Comments, allowing you and your team to add internal notes, with the ability to edit or delete existing entries.
• Renewals: Lists any renewal records for the contract, showing Start Date, End Date, Progress, Value, Status, and who created the renewal. Click the “Create” button to add a new renewal by specifying its Start Date, End Date, Value, Status, and optional Notes.

View Contract

• When you click the “View” button or the contract ID, you will go to the contract view page. Here, you will see full details of the contract like general information, status any files attached, and a section for comments and notes. There is also a renewal list where you can add new contract renewals by clicking the “Create” button on that list.
• At the top of the view page, there are several buttons. One button is for Business Process Mapping where you can see process maps or add a new one if you have the Business Process Mapping Add-On.
• Other buttons at the top let you email the contract, duplicate it, download it, preview it, or even sign it.
• You can also sync contracts with Google Drive, OneDrive, and many other storage Add-Ons if you have those Add-Ons activated.
• If you want a different look, you can change the view to a grid layout instead of the usual list.
• The contract will get completed after both the company, and the user signs the contract.

Contract Type

• To create a new contract type, click the green “Create” button at the top of the contract type page. Enter a Name and toggle its Status (Active or Inactive) using the switch.
• In the Manage Contract Types page, the table displays each contract type’s Name, Contract Count, and Status (Active or Inactive). Both the Name and Contract Count columns can be sorted by clicking the arrows next to their headers.
• You can use the search bar to find a contract type. You can filter the list using the “All”, “Active”, and “Inactive” tabs, each showing a count of how many contract types fall under it.
• The Contract Count shows how many contracts are currently using that type. Clicking the count for an Active contract type takes you to a filtered view of all contracts associated with it.
• Under Actions, you can click the edit button to update a contract type’s details or the delete button to remove it.

• Once the contract is assigned to a user, that user can view the list of contracts assigned to him on his dashboard. The user can view, edit, or delete the contract details easily through the action column.

• If the user clicks on the view button, he can view the general details of the contract, attachments, comments, notes, and contract renewal history. At the top of the view page, there are two buttons available through which the user can update the status of the contract whether the contract is pending, declined, or closed.
• The user can also download the contract easily with the download button given at the top.