Creating a Contract from your Completed Reference

In order to optimise your processes, we have created the facility to allow you to quickly create a contract following the completion of your Reference.

You will notice that unless the status of the Reference is Completed, then the option to Create Contract will be greyed out. Therefore, firstly you must update the status to Completed. If you are having issues with that, read the following article.

Once you have selected Create Contract, we will pre-populate the existing information you provided on creation of your reference. However, you still have the option to Edit this if anything has changed. 

Once you have selected the accurate Contract Type, feel free to select Create to generate the Contract.