Assigning Classification(s) against a Contract record

As part of creating a new contract, there will be a requirement to assign Classifications against a record, which form part of the standard checklist created for you.

Outside of contract checklist items, Classifications may be required to allow users to report on Contracts in a variety of ways.

This article will cover both scenarios.

Assigning a Classification(s) as part of a Contract Checklist

Navigate to the contract record, then to the Contract checklist tab of the navigation panel.

Review what classification is required, in order to be able to mark the item as complete.

Navigate to Classifications.

Select + Classification and select the correct Classification category and classification

Assigning a Classification(s)

Navigate to the contract record, then to the Classifications tab of the navigation panel.

Select + Classification where you will be required to choose a Classification Category from the dropdown menu, as well as a Classification from the dropdown menu.

Once chosen, select Add.

The assigned Classifications will be displayed on the page.

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