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Open Operations → Contracts. Use Register to find contracts and Calendar to see effective or expiry dates.

Register a contract

  1. Select Register contract. Choose Record only for an agreement completed elsewhere, or Process in DekaSign if it still needs review or signing.
  2. Enter the title, counterparty, responsible member, and dates. Add a number, reference, notice period, and notes as needed.
  3. Save a draft or choose the appropriate status. A new record uses 1 credit, including drafts. Editing uses no creation credit.
  4. From the detail page, add a private PDF, HTTPS links, or both. You can label up to 20 unique links. Manage linked file permissions in the original service.

Review and sign

Choose Start review to open a published Request Form. A form with a suitable PDF field can attach a copy of the contract document. Use Prepare signing to review the template, PDF, fields, and recipients before sending. You can link work you already created. Contract, request, and document permissions are checked separately.

Track deadlines and obligations

  • For an Active contract, choose reminders two months before expiry, one month or the notice period, and three days before expiry. Dates follow the organization calendar.
  • The responsible member is included. Add eligible internal members or select their direct manager. Reminder recipients receive the applicable metadata access. PDF and link permissions remain separate.
  • Record obligations such as submitting a report. Enter a title, description, due date, and reminder. Open obligations use the contract’s reminder recipients.
  • Download ICS for a personal calendar or set up organization Google Calendar.

Prepare a renewal

Choose Duplicate for renewal to create a new Draft linked to the previous record. It uses 1 credit. Review the number, dates, documents, and obligations before starting the next process. Review and signing follow their own credit rules. Plans and credits