Generation of Contracts
- The process of bulk creation of contracts has been implemented into the system replacing the old “Bulk contracts” from Other Bulk Document. This has been discontinued.
- You may generate bulk contracts in Settings Contracts Bulk.
- It is just like an individual contract, except there are filters to select certain clients who you are creating the contracts for. You can also select a type of active service thus creating the number of contracts according the the number of services.
- You can also use system variables, and an automatic transfer to PDF.
- You will see who and when generated bulk contracts, and how many contracts were generated. You can use the number to click on it and display a list of contracts.
- By deleting a contract, you will remove the contract from client´s account.
- Bulk contract is marked as Bulk contract
in Client card.