Contract Management
Create, track and renew agreements — never miss a deadline again.
11 articles
- Finding contracts
Search and filter the Contracts list to find contracts by ownership, status, or relationship.
2 min read
- Viewing a contract
Understand the information and sections available when you open a contract in James.
2 min read
- Importing signed contracts
Upload signed contract files and group related documents so James can prepare drafts for review.
2 min read
- Managing contract imports
Find contract imports, check their progress, and accept or decline selected imports ready for review.
3 min read
- Reviewing an imported contract
Review extracted contract details against the uploaded files, correct the draft, and create the contract in James.
3 min read
- Editing contract details
Update a contract’s details, duration, payment plan, counterparties, tags, and additional fields.
3 min read
- Contract fields
Understand the details, counterparties, duration, payment plan, and additional fields available on a contract.
3 min read
- Managing contract files
Attach files to an existing contract, preview its documents, or permanently delete a file you no longer need.
2 min read
- Setting contract reminders
Enable reminders for a contract’s termination deadline or expiration date and set when James reminds you.
2 min read
- Viewing a contract’s history
Open a contract’s activity history to review recorded activity and changes for that contract.
1 min read
- Deleting a contract
Permanently delete a contract and its history when you no longer need the record in James.
1 min read