Catalog - Manage vendor contracts
Note
This option pertains to the Hyperproof TPRM product line.
Contracts represent agreements between buyers and sellers, containing details such as terms, costs, and license renewals. If enabled, Vendor Contracts display in the Vendor Details sidebar. You can upload contracts from the Vendor Details window into Vendor Contracts and link them to contract types.
Note
Contact your Customer Success Manager to enable Vendor Contracts and Vendor Documents for a catalog and the associated vendors.
Adding a vendor contract
From the menu, select Vendors.
Select Catalog.
The Catalog window displays.
Use the Search field at the top of the window to find the vendor you want.
The list of matching vendors displays.
Click the vendor tile.
The Vendor window displays.
From the left menu, select Vendor Contracts.
Click New Document.
The right panel opens.
Select one of the following:
Parse automatically - Completes the fields in this panel automatically when you upload the contract based on the contents of the file.
Update manually - You must complete the fields in the panel and upload the contract.
The New Document panel displays.
If you chose Parse automatically , continue with Step 18. If you chose Update manually , continue with Step 9.
In the Document Name field, provide a name for the contract you are uploading.
Click the dropdown list in the Document Type field and select a contract type. To configure a new contract type, see Add a contract type. Contract types determine which compliance clauses are used for analysis. See Contracts - Managing custom compliance types.
Under Owner, click Select Users and search for an existing user. You can only add one owner.
Click + Add Collaborators to add users or teams with view or edit permissions for this contract.
The Add Collaborators window displays.
Use the search field to find and add one or more collaborators.
Next to each collaborator, select either View or Edit permissions.
Click Save to save the list of collaborators.
Under Choose an existing folder, click the dropdown to select a folder to store your contract. This field is optional.
To add a document link, click Add a document link, then paste the link in the Add a link field.
To upload a document, click Upload a document, then browse to or drag and drop the document into the upload field.
Note
To use contract compliance analysis, contracts must be uploaded in PDF format. See Catalog - Analyzing contract compliance from vendor details.
Click Add to store the contract.
Vendor contract options
Each vendor contract has a ... (More) menu with the following options:
Edit - Update contract details and uploaded files.
Move - Move the contract to a different folder.
Delete - Permanently remove the contract.
Filtering and sorting vendor contracts
On the Vendor Details window, use the Filters option to search for contracts by contract type, status, and/or owner. Use the sort options to sort by Created at, Updated at, or Start date
Vendor contract folder management
You can create folders under the Vendor Contracts sidebar option in the Vendor Details window to organize your vendor contracts. Nested folders are supported. Folders display in the main window when you have added at least one contract to a folder. Use the ... (More) menu options for each folder to rename or delete a folder.
From the menu, select Vendors.
Select Catalog.
The Catalog window displays.
Use the Search field at the top of the window to find the vendor you want.
The list of matching vendors displays.
Click the vendor tile.
The Vendor window displays.
From the left menu, select Vendor Contracts.
Click New Folder.
The right panel opens.
In the Folder Name field, provide a name for the folder.
If you want to nest the new folder under an existing folder, use the Search folders option under Folder location to find the parent folder and select it. This field is optional.
Click Create to save the folder.