Contract Settings
Where signed contracts are emailed.
Overview
Contract settings holds the address a signed contract is emailed to, with other addresses that receive a copy. Only people who can approve contracts can change it.
When to use contract settings
- You want a copy of every signed contract.
Step by step
In the CRM module open Pipeline in the green navigation bar, then choose Contract Settings under Contracts.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “As soon as a client signs, the signed contract (PDF attached) is emailed to the client, and these addresses are copied on it. Separate several addresses with commas — up to 10. Leave it empty and only the client receives it.”
- Actions on the screen: Save, Send a test email.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.contract.amend
- crm.contract.approve
- crm.contract.create
- crm.contract.delete
- crm.contract.read
- crm.contract.renew
- crm.contract.send
- crm.contract.terminate
- crm.contract.update
- crm.settings.manage