Requesting a Contract via an Intake Form

Requesting a Contract via an Intake Form

  1. Click the intake form link that has been shared with you.
  2. Enter all the details in the intake form, then click Submit.
  3. Preview the intake form details, then click Confirm.  
The contract of that contract type will be created and assigned to the respective contract owner. 

Notes
Note:
  1. If the contract type linked to an intake form is deleted, the intake form can no longer be used to submit contract requests.
  2. If an intake form is disabled, it will not be accessible.