The first step for creating a contract differs a bit depending on the contract type and your starting point.
(In this article, we will show the process for creating an employment contract in Intelliplan).
When the consultant is saved as a private person the counterpart name and organisation number will correspond to the consultant's name and personal number. When the consultant is saved as a company the counterpart name and organisation number will be the company's name and its organisation number.
- First, find a contact.
- 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!