How to setup and use other information questions within contracts [Video]

In this training video, you can learn how create default other info questions for a contract. This includes setting up pre-selected answers and choosing if a question is required.

In Brief

  • Navigate to Settings → Company Settings → Contract Type Defaults and and within a contract type click Contract Questions

  • Click Add to add a new question and enter a question number and question

  • Choose if this is a required question using the Answer Required? checkbox

  • Add in pre-selected answers into the Allowed Answers field and choose is you allow edit of answers using the checkbox

  • Choose what type of data can be entered using the Data Type dropdown

  • These questions will appear within Contracts → Other Info tab, where you can fill in the Answer field

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