Drafts

The Drafts tab lists contracts that you started on the Create a Contract page and saved to finish later. Drafts aren't added as contracts until you complete and add them.

Open the Drafts tab

  1. In the left navigation, click Spends.
  2. Under Contract Management, click Contracts, then click the Drafts tab.

The list shows these columns:

ColumnDescription
Draft Contract NameThe name of the draft contract.
StatusThe status of the draft, for example Draft.
No. of AttachmentsThe number of documents attached to the draft.
Added ByThe user who saved the draft.
Added OnThe date the draft was saved.

Use Search to find a draft, + Add to create a contract, and the refresh icon to update the list.

Save a contract as a draft

On the Create a Contract page, click Save as Draft at the top of the page. See Create a Contract.

📘

Drafts of uploaded PDFs

Drafts created from an uploaded contract PDF don't appear on the Drafts tab. When you click Save for later on a PDF draft, find it on the Uploads tab instead. See Contract Upload and Contract Mapping Process.

Continue a draft

  1. On the Drafts tab, find the draft.
  2. Click the edit icon next to the draft's name.
  3. Complete the remaining sections, then click Add Contract.

Related articles

  • Create a Contract
  • Contracts
  • Uploads (PDF/CSV)

Did this page help you?