Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Contracts] section

The Contracts section of Creatio is designed for storing information about the contracts for bank services.

Views

The section has two views:

  • btn_com_list_view.png– list of contracts. Displays contracts as a list of records. All the list columns are described later in this chapter. Read more >>>

  • btn_com_analytics.png– contract dashboards. Displays charts, metrics and gauges for analyzing contract statistics. Read more >>>

Contents

Contract page

General contract data

The [General information] tab

The [Parameters] tab

The [History] tab

The [Approvals] tab

The [Attachments and notes] tab

The [Feed] tab

Document approval process

Actions in the [Contracts] section

Dashboards in the [Contracts] section

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