A contract page contains a set of fields with general contract data and several tabs.
General information about a contract.
| Number | Contract number. Creatio generates the number automatically. Use the "Contract number mask" system setting to customize auto numbering of contracts. |
| Application | An application connected to the contract. |
| Client | A contact or a legal entity who is the other party in the contract. |
| Product | Product of the contract. |
This tab contains information about the contract, its customer, as well as links to other contracts.
| Status | The current status of the contract. The [Contract statuses] lookup contains the following statuses: “Signed”, “Draft”, “To be signed”, "Canceled”. |
| Signed on | The date when the contract was signed. |
| Start Date | The start date of the contract validity. |
| End date | The contract expiry date. |
| Owner | The name of a manager who is responsible for signing the contract. |
| Branch | A branch of the bank the customer is assigned to. |
| Office | An office of the bank the customer is assigned to. |
| Legal entity banking details | Legal entity payment details. The field is populated with the [Banking details] data of the [Legal entity info] tab on legal entity page. |
Connected to
The field contains a parent contract of the current contract. The field is populated automatically for contracts that are added to the [Subordinate contracts] detail.
Subordinate contracts
The detail contains connections to other contracts for which the current contract is a parent contract.
To add a new subordinate contract, click the 
button. The [Parent contract] field on the subordinate contract page will be populated automatically.
To connect an existing subordinate contract to the current contract, click the 
button and select the “Connect to existing” option from the menu.
The [Parameters] tab contains contract-specific conditions, for example, currency, amount and payment terms specified in the contract.
The tab contains Creatio records connected to the activity.
Activities
Activities connected to the contract. Displays information from the [Activities] section. Activities are linked to contracts via the [Contract] field of the activity page.
This detail displays emails connected to the contract. Emails are linked to contracts manually or automatically according to the [Rules for connecting emails to system sections] lookup.
Documents
Documents connected to the contract. This detail displays information from the [Documents] section. Documents are linked to contracts via the [Contract] field of the document page.
Invoices
Invoices connected to the contract. This detail displays information from the [Invoices] section. Invoices are linked to contracts via the [Contract] field of the invoice page.
Cards
Cards connected to a contract. Displays information from the [Cards] section. The connection of a card to a contract is based on the [Contract] field of the card page.
This tab contains information about all created and processed approvals. Working with the [Approvals] detail is described in a separate article. Read more >>>
The [Attachments and notes] tab
This tab contains additional information on the contract as well as related files and Internet links. Read more >>>
This tab displays feed messages connected to the contract. You can post comments in the contract feed or view other Creatio users’ comments.
Note
Working with the feed is described in a separate article. Read more >>>
See also
