{"id":1353,"date":"2024-11-15T14:19:23","date_gmt":"2024-11-15T14:19:23","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1353"},"modified":"2024-11-20T14:57:06","modified_gmt":"2024-11-20T14:57:06","password":"","slug":"new-contract","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/new-contract\/","title":{"rendered":"New Contract"},"content":{"rendered":"<div class=\"entry-content\">\n<h4 id=\"new-contract\">New Contract<\/h4>\n<p>Click on the aside menu Contracts link and on the left\u00a0side there is a button <strong>New Contract<\/strong>.<\/p>\n<ul>\n<li>Trash<\/li>\n<li>Hide from customer \u2013 If this field is checked the contract won\u2019t be shown in the customers area and customer contacts with permission for contracts won\u2019t get expiry reminder email.<\/li>\n<li>Subject for the contract \u2013 For your own usage<\/li>\n<li>Contract value \u2013 Give this contract value \u2013 Base currency is used.<\/li>\n<li>Contract type \u2013 You can organize your contracts in types. To add new contract type navigate to <strong>Setup-&gt;Contracts-&gt;Contract Types<\/strong><\/li>\n<li>Contract start date<\/li>\n<li>Contract end date \u2013 This field is option and if end time is empty no expiry notification will be sent.<\/li>\n<\/ul>\n<h4 id=\"contract-content\">Contract Content<\/h4>\n<p>After you create the initial contract with all the necessary information you can add contract content to be shown on PDF.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-881\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Add-new-contract-11-20-2024_08_20_PM-3.png\" sizes=\"(max-width: 979px) 100vw, 979px\" alt=\"\" width=\"979\" height=\"731\" \/><\/p>\n<p>The text\/content inside the editor will be compiled into a PDF and you can easily send this PDF to the customer by clickin on the top right envelope icon.<\/p>\n<p>You need to click on the green <strong>Save Contract<\/strong> button in order to save the contract content..<\/p>\n<h4 id=\"contract-attachments\">Contract Attachments<\/h4>\n<p>Attachments area\u00a0optional. If you upload file also this file will be visible to the customers side and the customer can download the contract.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>New Contract Click on the aside menu Contracts link and on the left\u00a0side there is a button New Contract. Trash Hide from customer \u2013 If this field is checked the contract won\u2019t be shown in the customers area and customer contacts with permission for contracts won\u2019t get expiry reminder email. Subject for the contract \u2013 For your own usage Contract value \u2013 Give this contract value \u2013 Base currency is used. Contract type \u2013 You can organize your contracts in types. To add new contract type navigate to Setup-&gt;Contracts-&gt;Contract Types Contract start date Contract end date \u2013 This field is option and if end time is empty no expiry notification will be sent. Contract Content After you create the initial contract with all the necessary information you can add contract content to be shown on PDF. The text\/content inside the editor will be compiled into a PDF and you can easily send this PDF to the customer by clickin on the top right envelope icon. You need to click on the green Save Contract button in order to save the contract content.. Contract Attachments Attachments area\u00a0optional. If you upload file also this file will be visible to the customers side and the customer can download the contract.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[26],"doc_tag":[],"class_list":["post-1353","docs","type-docs","status-publish","hentry","doc_category-contracts"],"acf":[],"year_month":"2026-04","word_count":210,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Contracts","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/contracts\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Contract - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/new-contract\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Contract - My CMS\" \/>\n<meta property=\"og:description\" content=\"New Contract Click on the aside menu Contracts link and on the left\u00a0side there is a button New Contract. Trash Hide from customer \u2013 If this field is checked the contract won\u2019t be shown in the customers area and customer contacts with permission for contracts won\u2019t get expiry reminder email. Subject for the contract \u2013 For your own usage Contract value \u2013 Give this contract value \u2013 Base currency is used. Contract type \u2013 You can organize your contracts in types. To add new contract type navigate to Setup-&gt;Contracts-&gt;Contract Types Contract start date Contract end date \u2013 This field is option and if end time is empty no expiry notification will be sent. Contract Content After you create the initial contract with all the necessary information you can add contract content to be shown on PDF. The text\/content inside the editor will be compiled into a PDF and you can easily send this PDF to the customer by clickin on the top right envelope icon. You need to click on the green Save Contract button in order to save the contract content.. 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