All contracts

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can view an overview of all contracts.

Access to All contracts

To access:

• click on the Sales icon in the navigation bar
• click on Contracts
• then, in the now-opened screen, select the All contracts overview from the dropdown menu.

All contracts overview

Filters

Use the extended filter by clicking on the filter button in the upper right corner of the search/filter bar.

Allows you to filter the shown contracts by:

• Start date (which is recorded with the contract details)
• End date (which is recorded with the contract details)
• Creation date (date the contract was created in Yuki).

AVAILABLE USER ACTIONS

From this screen, a user can:

• view the contract details
• view the contact.
  
  

View contract details

to view the contract details:

• click the subject of the document
  
  OR
  
  
• hover your mouse over the line of the relevant contract
• click on the button with the three dots
• then select View contract details from the dropdown menu.
  
  

In the now-opened screen, a contract can be changed, if necessary.

View contact

To view the contact of a contract:

• hover your mouse over the line of the corresponding contract
• click on the button with the three dots
• then select View contact from the dropdown menu.
  
  

The contact card of the corresponding contact is now opened.