Contracts
Manage contracts in OfficeRnD Flex.
By Krasto and 1 other2 authors16 articles
- Contracts – Start HereManage workspace agreements from creation to signature — memberships, license agreements, leases, and quotes.
- Contract Statuses and StagesUnderstand and manage contract stages, statuses, and signature workflows.
- [Flex] Create a Contract
- Contract Types and TemplatesLearn what the different contract types are and how to manage contract templates in OfficeRnD Flex.
- Contract Numbering Sequence and Numbering Template
- Contract Renew
- How to Cancel, Delete, or Terminate a Contract
- [Flex] eSign – Start HereGet started with electronic contract signing in OfficeRnD Flex.
- Set Up and Configure eSignConfigure who electronically signs contracts in your organization and how signature requests are sent and managed.
- [Flex] Send Contracts for eSign and Sign ThemSend contracts for electronic signature, track their status, and complete signing for both admins and members.
- [Flex] Handle Declined eSign ContractsManage declined contracts by tracking notifications, updating documents, and resending them with eSign.
- Contract Approval Process and Rules
- Rolling ContractsKeep members on active memberships past their contract end date, without manual intervention, until you renew or terminate.
- [Troubleshoot] "Requires Attention" Contract Signature Status
- What To Do if the Payment Schedule Does Not Match the Contract Start Date?
- [Troubleshoot] "Steps defined for Plans or Resources don’t cover the whole contract period"