Once a contract is created it populates into the Contracts area.
To match a contract to a Client, follow these simple steps:
1. Select the contract(s) you would like to match.
2. Click on the 'Match' function button.
3. Select 'Match to Client'.
4. Select the Client.
5. Select the User (if needed).
6. Click 'Assign'.
How to Match a Contract to a Client
Articles in this category
- Contracts Importer & Exporter Excel - Latest Version Link
- Ensuring Correct Specifications for a Contract
- Creating a Contract
- What can I do in the Contracts area?
- Date Range Search with Selectable Date Types
- What are the different types of Contracts and how do I set them up?
- How to add Conditions to a Contract?
- How do I know if my contract is a License IN or License OUT agreement?
- How to check whether a Contract has expired/end date has passed
- Understanding the Rates area in relation to the Contract Group
- How to Export All Contracts
- How to Export selected Contract(s)
- How to Match a Contract to a Contract
- How to import my rightsHUB Contract Excels?
- How to match a Release to your Contracts by using the 'Match' function.
- How to match an Asset to your Contracts by using the 'Match' function.
- How to match a Work to your Contracts by using the 'Match' function.
- How to link Content to a Contract
- How to add Custom Rates to a Contract
- Contracts RH Exporter & Importer 2.6 Update - Change Log