In this article:
- The Doc Express service comes with several standard drawers. You can add drawers that fit your needs to both existing and new contracts.
- It is a good idea to organize your drawers before creating a contract. Drawers keep your contract files organized.
From the Contracts page, select New Contract. The Doc Express service displays the New Contract page.
Contract overview
The first part of the contract contains the contract overview.
Enter the contract information in these fields:
| Name | A unique descriptor of the contract |
| Description | A description of the contract |
| Location | A location for the contract |
| Bid order number | The number of the bid in the contract |
| Letting date | The letting date of the contract |
| Start date | The date the work can start |
| End date | The date the work should end |
Once the details are entered, you can select the drawers for your contract.
Contract drawers
The second part contains drawers to keep your contract documents organized.
- Select the drawers you will use in this contract by clicking the No radio button to change it to Yes.
- Click Save.
The Doc Express service adds your contract to the Contracts page.
Now you can add users to the contract and assign them access to the selected drawers.