Contract Summary
A tab that provides a quick overview of the fields that are selected for display for a particular contract.
Actions of the Contract Summary tab
You can do the following actions on the Contract Summary tab.
- Select field types and the corresponding fields and terms that you want to display in the summary report.
- Reorder the fields and add line separators or text boxes in between the two fields.
- Send the summary as an attachment along with a specific notification to view the important contract fields at a glance.
Note: You must configure these options in the notification template. If the Clause Visibility
feature is enabled, depending on the permissions that are assigned to your user account, you may
or may not be able to view certain clauses on the Summary tab.