SI Lead Manager v7

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Contract Templates

Si Lead Manager comes with over 50 useful documents and contracts  (Courtesy of J.P. Moses) that you can freely use.  As always though, get any legal contract looked over by your lawyer to make sure it applies to your state laws.  As well as the supplied material, you can also keep track of all your personal contract templates and documents by simply importing them into the Contracts Manager.

The Contracts Template Manager is not a place to store signed contracts, but rather the blank contracts and forms that you would use for a deal.

What’s Below

Legend 

Contract_Templates_Legend

How To

Contract Categories

When importing a Contract template in SI Lead Manager you will assign it to a Category.  These categories will help organize the Contracts into small groups.

Contract_Templates_Categories

Action Menu

Action menu is where you go to perform the available actions upon a Contract Template like Editing, removing and viewing.

Contract_Templates_Action

Preview:  Opens up the selected Contract in Microsoft Word so you can make changes.

Remove:  Removes the Contract from SI Lead Manager.

Properties:  Opens up the Contract Template Properties window so you can edit the description, Name,  Category and Notes

 

Import Into SI Lead Manager

To store your Document or Form in the system, you will need to import this template into SI Lead Manager. To do this, follow the steps below…

 Step #1: Open up the Contract Template Manager

Menu_Templates

Click Contracts under the Template Menu item on the menu bar

Step #2:  Click the Import New… button

Envelope_Templates_Import

Step #3:  Locate and Select Contract Template

Navigate the open dialog to the word Contract template that you would like to import.  Select that file, then press Open

Letter_Templates_Dialog

Step #4:  Fill Out The Template’s Properties

Contract_Templates_Properties

Name:  Custom name you give to the Contract Template

Category:  Select existing or create new category to help organize the Contract

Date:  Is the date that the contract is imported.  You can use this field to help keep track of versions

Notes:  Give the Contract template a description.  This will help you quickly remember small differences you have from one Contract to another.

Step #5:  Press Save

Task_Item_Editor_Save

Edit Contract Template

Editing a Contract template means you are opening up the Contract in Microsoft Word and making changes.  Once you make changes you do not have to re-import the Contract.   You can make changes to Contracts by opening up the Contract file from within SI Lead Manager or open the file directly, outside of the program.

Option  #1:  The Right Click Method

Right click on the Contract Template you wish to edit, and select Preview

Option #2:  The Action Menu Method

Select the Contract Template that you wish to modify, then under the Action Menu, select Preview

Option #3:  The Double Click Method

Double click the Contract Template you wish to modify.

 

Remove Contract Template

Option  #1:  The Right Click Method

Right click on the Contract Template you wish to remove, and select Remove

Option #2:  The Action Menu Method

Select the Contract Template that you wish to remove, then under the Action Menu, select Remove

Contract Properties

A Contract Template Properties are used to describe and organize the Contract.

Option  #1:  The Right Click Method

Right click on the Contract Template you wish to edit properties of, and select Properties…

Option #2:  The Action Menu Method

Select the Contract Template that you wish to edit properties of, then under the Action Menu, select Properties…

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