When you open a contract, James brings its key details, lifecycle, files, reminders, and recorded activity together in one place.
Contract overview
The Overview section shows the contract information that has been saved, including contract details, counterparties, duration, and payment-plan information. James leaves out overview fields and sections that have no value.
If the contract has both a start date and an end date, Contract Lifecycle shows its progress through the contract period. It also shows the contract start and end dates, termination deadline when available, status, relationship, and responsible person when these details are available.
A contract is labelled Active or Inactive. James shows this status at the top of the contract and in Contract Lifecycle.
Other contract sections
Select Contract to review the contract content and its document preview.
Select Files to view the files attached to the contract. To add, preview, or remove attached files, see Managing contract files.
Select Reminders to view the termination-deadline and contract-expiration reminder settings. To change them, see Setting contract reminders.
Select History to review the contract’s Activity history. For more detail about this record, see Viewing a contract’s history.
To change saved contract information, see Editing contract details.