You can add an entry to the Contract Log from:

• The Contract Log
• A matter

Add a new contract from the Contract Log

• Click on 'Logs & Libraries' from the top navigation menu
• Select 'Contract Log' from the drop-down menu
• Click on the 'Add new contract' button on the top right hand side and complete the details on the page
• Click 'Save'

Add a new contract from a matter

• • Create a new matter or open an existing matter
  • Click the 'Actions' button in the top right hand corner of the matter form
  • Select 'Add Contract Log'

A 'Contract Log' tab will be added to the matter. Please click on the 'Contract Log' icon and you have the option to:

1. Add a new Contract Log entry

• Click on the 'Add New Contract' button
• Complete the information on the screen
• Click 'Save'

2. Add an existing contract

• Click on the 'Add Existing Contract' button
• A slide-out will appear - start typing the name to search your existing list of contracts

Please note: when you mark a contract as 'Confidential', it will only be accessible to team members specifically tagged and to users with permissions 'All Matters including Confidential'.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.