An administrator will have access to advanced configuration options for the contracts module. This includes configuring new contract types. It can be helpful to configure a contract type as this allows you to set a number of defaults. This is also helpful for reporting and search purposes.
Where advanced features are enabled, you will also be able to review the statuses available for a contract, and configure these along with status progressions and extensions.
To view or modify existing contract types, or to configure a new contract type, switch to admin in the navigation and Select Contracts > Types > Existing Types.
The main window will load a list of contracts which have already been configured in Affinity.
The process is quite similar to actually creating a new contract in that you are able to specify nearly all of the details available to a contract. This is so that when creating a new contract you simply select a pre-defined contract type and thus most of the details are pre-loaded from this set.
For an existing contract, click its name to edit it.
Click the recycle bin against a contract type to delete it. You will only be allowed to remove a type which isn’t currently in use by a contract.
To classify contracts into different groups, use the "Add Child" button from the right-hand side.