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New: Microsoft 365 integration. Signed contracts filed to SharePoint automatically. See integrations

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.

ListUsed for
Contract typesThe type chosen when creating a contract; each has a prefix used in contract numbers (for example MSA, NDA, LSE)
DepartmentsPeople’s departments, chosen when inviting them
CurrenciesContract values
JurisdictionsGoverning law references
CategoriesGrouping contracts for reporting
TagsSuggestions 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.

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