This article explains how to add and manage risk flags in contract notes.
What is a risk flag?
A risk flag can be applied to notes containing important points that require attention.
By using risk flags, you can quickly identify and monitor contracts with potential risks.
Requirements
Module: Contract Management
Eligible Users: All users within a contracted tenant
Access Rights:
Administrator
Editor
Viewer or higher is required to view risk flags.
Add a risk flag
Open the file details page and click the [Notes] tab on the right.
Click [+ Add], then enter the note, check [Add a Risk Flag], and click [Save].
The flag will be applied. For details on adding special provisions, see How to Add, Edit, and Delete Notes on Contracts.
đĄ Info
You can also edit an existing note and add a flag by selecting [...] â [Edit].
Remove a risk flag
Find the note with the risk flag and click [...] â [Edit].
Uncheck [Add a Risk Flag] and click [Save]. The flag will be now be removed.
Search for contracts with risk flags
You can search for signed contracts with risk flags to review them after signing.
For more details, see Search for Signed Contracts.
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