Lists
Under Settings, Lists, you manage the choices people pick from. Click Add standard lists once to start with sensible values, then adjust them with Legal.
| List | Used for |
|---|---|
| Contract types | The type chosen when creating a contract; each has a prefix used in contract numbers (for example MSA, NDA, LSE) |
| Departments | People’s departments, chosen when inviting them |
| Currencies | Contract values |
| Jurisdictions | Governing law references |
| Categories | Grouping contracts for reporting |
| Tags | Suggestions when tagging contracts |
Retire, never delete. A value that is no longer used should be retired with Retire: it disappears from choices but contracts that already use it still display correctly. Bring back restores it. Agree contract type prefixes before contracts are numbered, because existing numbers do not change when a prefix does.