Contracts Menu Overview

Article author
Zendesk Admin
  • Updated

The Contracts menu on Mekari Sign functions to track the activity of contract documents after signing. Here, you can also see the number of contracts, both Active, Expired Soon, Expired, and All Contracts. Here is the explanation.

  1. Go to the Contracts page.
  2. Then, you will see the following display.

    Explanation:
    No Menu Information
    1 Upload contract Button to upload contract documents.
    2 Active Shows total active documents.
    3 Expiring soon Shows the total of documents whose validity period will soon expire.
    4 Expired Shows the total number of documents that have expired.
    5 Total contracts Shows the total of all contracts you have.
    6

    All document types

    Filter to display documents of a specific type.
    7

    All status

    Filter to display documents in a specific status.
    8

    Advanced filters

    To display documents with more complete filters based on contract name, contract status, document completion date, document effective date, document expiration date and others.
    9

    Column settings

     

    Buttons that you can use to customize the columns that appear in the contract list.
    10 Search column Column that you can use to search for documents based on certain keywords.
    11 List of contracts Displays a list of all the contracts you have.
    12

    Actions

    Action buttons, which you can use to:
    • Revert to document: To return the contract to document format, and it will no longer appear on the Contract page.
    • Download: To download a document.
    • Export CSV report: To export document reports in CSV format.
    • Delete: To delete a document.

That's a brief explanation of the Contracts menu. Next, learn how to upload contracts here.