Create a terms and conditions record

You can create a terms and conditions record to add to a contract.

Before you begin

Role required: contract_manager or admin


  1. Navigate to Contract Management > Contract > Terms and Conditions.
  2. Click New.
  3. Enter a Name.
  4. In Description, enter the text or copy and paste text from an existing file.
  5. (Optional) Format the text using the HTML formatting bar.
  6. Click Submit.