How to create new Subcontract
Instructions
Before drafting a new subcontract, make sure that the related subcontractor has already been established and properly configured. Guide: How to create a new Subcontractor
User document: Subcontracts
Go to Subcontracts \ Subcontracts
Click on +New Subcontract button
In the Subcontract tab, enter the required and significant data fields:
Status
Subcontract type
Subcontract contact
Retention and retention trust, if applicable.
If this subcontract has specific dates, go to the Dates tab and input the relevant date(s). To add a custom date, click the +New User Date button. Return to the Subcontract tab once finished.
Click on Save button to create this new Subcontract.
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