How to assign a company to a placeholder contract

Navigate over to the contract management section.

In the list of contracts find a placeholder contract and click the assign company link.

That will bring up the assign a company dialog.  From there select the company and click Assign Company.

How to select a company

To select the company for the contract use the auto complete text input.  If you see the company in the auto complete select it.  However if you cannot find the company for the contract click the "Can't find your company, click here to create a new company" link.  This will bring up the Add new company section.  Type in the company's name and click the Add Company button

Our system will check to see if we find any companies with similar names in our database already.  If we don't find any companies we will add the new company and set as the selected company.  However if we find a company with a similar name we will show a warning message with all the potential matches.

If your company is one of the companies in the list click the use this company link and we will use the existing company.  If however your company is different then the ones already in the system close the warning and click Add Company again.  This will add your new company.



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