Creating Contracts

From the Contracts page

1. Click New Contract at the top of the list.
2. Fill in the modal:
   • Title (required)
   • Type - NDA, MSA, SOW, Service Agreement, Lease, Amendment, Other
   • Contract number - auto-suggested (e.g. CT-2026-0105)
   • Template (optional) - pick a template to pre-fill content
   • Value / Currency - contract amount and 3-letter code
   • Start / End date - effective window
   • Auto-renew at end date - checkbox
3. Click Create. FoxCLM creates the contract in Draft status and opens the editor.

The editor

The editor has six tabs, each serving a distinct purpose:

Details tab

Core metadata:

• Title, Number, Type, Status
• Value / Currency
• Start Date, End Date, Effective Date
• Renewal Date, Renewal Term (days), Renewal Notice (days, comma-separated) - how many days before end to start warning
• Auto-renew at end date checkbox
• Summary - short description
• Internal Notes - private comments not shown to external parties

The top-right shows workflow buttons: Revert to Draft (to unlock editing when locked), Open Designer (visual layout), Back to list.

Parties tab

One row per party with columns: Order, Name, Role, Kind, Email, Signature (Yes / No), actions.

Click Add Party to add:

• Kind - client (from your client list), company (from your Business Profile), staff (from your team), external (email + address)
• Display name (required)
• Role - e.g. Provider, Client, Vendor, Guarantor, Witness
• Signing order - numeric; controls the signing page layout
• Requires signature - toggle; if off, party is informational only
• External email / address - for external kind

Obligations tab

Tracks commitments with due dates. See Obligations.

Signatures tab

Shows each signature with signer name, type (typed / drawn), and timestamp. Generate signing links per party from here. See Signatures.

Amendments tab

Lists child amendments linked via parent_contract_id. Click to navigate. See Amendments & Renewals.

History tab

Append-only audit log: every status change, action, and user + timestamp + optional notes.

Custom content

Click Open Designer (top-right of any tab) for drag-and-drop layout:

Left panel: draggable field chips grouped as COMPANY / CONTRACT / PARTIES / CONTENT. Drop them onto the canvas. Same designer as invoices and payroll - see Invoice Designer for a detailed walkthrough.

Clauses from the Clause Library can be inserted into the HTML directly (edit raw HTML under the Designer's Edit HTML mode).

Workflow actions

Buttons appear contextually based on status:

From status	Action	To status	Notes
Draft / Rejected	Submit for Approval	Submitted for Approval	Emails workspace owner
Submitted for Approval	Approve	Approved	Admin only
Submitted for Approval	Reject	Rejected	Prompts for reason
Approved	Send for Signature	Out for Signature	Requires ≥1 party with requires_signature; emails signers
Active	Terminate	Terminated	Prompts for reason
any locked	Revert to Draft	Draft	Unlocks editing
Active / Expiring Soon / Approved	Amend	creates new child contract	Prompts for effective date + summary

Cloning and deleting

• Clone - duplicates contract, resets status to Draft, navigates to editor
• Delete - soft delete; toggle Show Deleted on the list to recover

Next steps

• Templates & Clauses
• Signatures
• Obligations