Contracts Configuration

The Contracts Configuration page is where you set up all the foundational data needed to create and manage contracts. It is organized into tabs, each covering a different aspect of contract setup.

Accessing Configuration

1. Navigate to the Contracts page from the sidebar.
2. Click the Configuration button in the page header (gear icon).
3. The configuration page opens with a tabbed interface.

TIP

You need Config Access permissions to access and modify the Contracts Configuration page.

Configuration Tabs

The configuration page has the following tabs:

Company Details

Set up the legal entities (companies) that issue contracts. Each company includes:

• Legal name, registration number, and tax ID.
• Address, city, and country.
• Logo for contract documents.
• Bank details for payment information.
• Associated signatories (authorized signing persons).

See Companies & Signatories for details.

Contract Types (Series)

Define the types of contracts your school offers (e.g., "Enrollment Contract", "Summer Program Agreement"). Each type configures:

• Name and description.
• Numbering prefix and sequence.
• Associated company, campus, and academic year.
• Program restrictions.
• Reset rules for contract numbering.

See Contract Types for details.

Contract Templates

Upload and manage DOCX template files that serve as the blueprint for generated contracts. Templates include:

• Variable placeholders (e.g., {{student_name}}, {{fee_table}}).
• Fee item configuration for dynamic fee tables.
• Active/inactive toggle.
• Drag-and-drop reordering.

See Templates for details.

Setup Order

For a first-time setup, configure in this order:

1. Companies -- Create your school's legal entity with address and bank details.
2. Signatories -- Add authorized signers to the company.
3. Contract Templates -- Upload your DOCX template files.
4. Contract Types -- Create series that link a company, template, campus, and year together.

WARNING

Contract types reference companies and templates. Create those first, or you will not have options to select when setting up contract types.

Navigation

• Click Back to Contracts to return to the contracts list.
• Switch between tabs by clicking the tab headers at the top of the page.

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