How do I create a Summary for my Contract file?
AMP’s Contract Module also supports uploading contracts and agreements that have been created elsewhere - PDF, .DOC, .DOCX and image files such as .PNG, .JPG and .TIFF can be uploaded to the /Contracts subfolder of any Master.
To upload a contract, navigate to the Master / Contract location and click the + button in the toolbar:
This launches AMP’s Contract Module - go ahead and select New Contract:
Now we have the Contract Summary modal:
You have a few options here:
Just upload your Contract file - follow the prompts to upload, and simply click Save to import the file
Upload a Contract file and add a Contract Summary - import your file, summarize and click Save to complete
Or just add a Contract Summary record. You can edit the record and add a file later
Let’s take a closer look at adding a Contract Summary…
First, let’s note that most fields in the Contract Summary are optional; this is by design. For example, email addresses are optional - AMP doesn’t send any notifications to the contracting parties when you save a Contract Summary record.
You can use the summary to provide a brief Description, or you can summarize all of the details of numerous types of contract:
You can select the following contract types, which will be useful later for searches, filtering and setting user permissions:
Note that Royalty and Recoup fields offer drop downs which make the Contract Summary flexible enough for most use cases:
Once your Contract Summary is complete, Users can view the information in Drive, and also in Advanced Search - which can be useful for quickly reviewing a list view, e.g: