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Companies, names and data used in examples are fictitious.  \nCopyright ©2025 by InEight. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express permission of InEight.  \nMicrosoft Windows, Internet Explorer and Microsoft Excel are registered trademarks of Microsoft Corporation.  \nAlthough InEight Contract has undergone extensive testing, InEight makes no warranty or representation, either express or implied, with respect to this software or documentation, its quality, performance, merchantability, or fitness for purpose. As a result, this software and documentation are licensed “as is”, and you, the licensee are assuming the entire risk as to its quality and performance. In no event will InEight be liable for direct, indirect, special, incidental or consequential damages arising out of the use or inability to use the software or documentation.  \nRelease 25.3  \nLast Updated: 20 June 2025  \nThis page intentionally left blank.  \nPage 4 of 341 InEight Inc. | Release 25.3  \nContents  \nContract User Guide  1  \n2  \nContents  5  \nStep-by-Step Procedures  24  \nInEight Contract Overview  25  \nERP Integration  25  \nConsiderations for ERP system integration  25  \nConsiderations for proxy ERP  25  \nContract Workflow  26  \nBid Packages  26  \nContracts  27  \nWho uses InEight Contract?  29  \nProject setup  31  \nOrganization settings  31  \nContract templates  31  \n31  \nTemplate types subtab  31  \nDownload a sample template  31  \nCreate a contract template  32  \nMaintain field formatting  32  \nDocuSign tags  33  \nTemplate types  33  \nTemplate language  34  \nCollection tables  34  \nAdd a collection table to a template  34  \nTips for using template tags  35  \nGeneral tag information  35  \nCollection table tags  35  \nDocuSign tags  35  \nDocuSign Advanced Options  35  \nMicrosoft Word documents  36  \nMicrosoft Excel documents  36  \nBuild your template  36  \nTemplate versions  39  \nDefault payment form template  40  \nBuild a Contract Template  40  \nTemplate settings subtab  44  \nConditional tag setup subtab  45  \nSet up conditional text  46  \nConfigurations  47  \nAccrual/Receipt settings  48  \nBid package type configuration  48  \nMilestone completion  49  \nAllow workflow when over budget  49  \nInclude bid packages in primary reporting section  49  \nDefine contract types  49  \nRequired fields  50  \nContract type configuration setup  50  \nMaster agreements  50  \nUse change orders for this contract type  51  \nAllow changes to existing lines  51  \nMaximum contract value change allowed without a change order (%)  51  \nAllow overdelivery on line items  51  \nAllow overpayment on line items  52  \nUse payment claims for this contract type  52  \nAllow accrued amount to exceed line item  52  \nAllow workflow when over budget  52  \nRequired fields  52  \nCustom list  53  \nDiversity participation  54  \nVCO ID customization  54  \nPayment claims configuration  55  \nPayment claim scheduled dates  56  \nSupporting documents  56  \nTax settings  57  \nVendor change order responsible party  59  \nContract custom labels  59  \nProject Settings  60  \nOpen Project Settings  60  \nProject Settings Header  63  \nBid Packages Tab  63  \nUse Bid Packages?  63  \nMilestones  64  \nDivision of responsibilities (DOR)  66  \nContracts Tab  67  \nContract Configurations  67  \nLine Item Account Settings  67  \nDelivery Address  68  \nProject ERP Attributes  68  \nValuated vs Non-valuated Good receipts  68  \nNotifications  69  \nContract Closeout  70  \nContract Closeout permissions  71  \nContract templates tab  71  \nProject and organization templates  71  \nConfigurations  72  \nConfigurations  72  \nCustom list  72  \nDecimal precision  73  \neSign setup  73  \nID Customization  74  \nPayment claims configurat","cbCaiigD0b9F971g","https://ap.wps.com/l/cbCaiigD0b9F971g","pdf",25481344,341,"English","# Contents\n## Step-by-Step Procedures\n## InEight Contract Overview\n## Contract Workflow\n## Bid Packages\n## Contracts\n## Who uses InEight Contract?\n## Project setup\n## Organization settings\n## Contract templates\n## Template types\n## Template language\n## Collection tables\n## DocuSign tags\n## Microsoft Word documents\n## Microsoft Excel documents\n## Build your template\n## Template versions\n## Default payment form template\n## Build a Contract Template\n## Template settings subtab\n## Conditional tag setup subtab\n## Set up conditional text\n## Configurations","[{\"question\":\"What is covered in the Contract User Guide (Release 25.3)?\",\"answer\":\"It explains step-by-step procedures for contract workflow, bid packages, contracts, and contract templates. It also covers related setup areas such as template tags, collection tables, notifications, closeout, and permissions.\"},{\"question\":\"How does the guide address ERP integration?\",\"answer\":\"It includes a section on ERP integration and lists considerations for both direct ERP system integration and proxy ERP approaches.\"},{\"question\":\"What topics are included for building and maintaining contract templates?\",\"answer\":\"The guide covers template types and language, downloading and creating templates, maintaining field formatting, using DocuSign tags, adding collection tables, setting up conditional text, and managing template versions.\"}]","Contract User Guide - Release 25.3 - Release notes | PDF",1789843814,119]