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Create a contract in Intelliplan

The first step for creating a contract differs a bit depending on the type and your starting point but here we have chosen to show the process for creating an employment contract in Intelliplan.


So first thing you do is find your consultant.


On the contact card you'll see an option marked Contract- click and the list of signed and pending contracts appear. To create a new contract- click on the +. A list of available templates will show- choose the appropriate template



Fill in the required details and save.


Click on show



Enter your contract and send!





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