---
title: "Create a Contract Request"
slug: "create-a-contract-request"
updated: 2024-01-29T14:58:55Z
published: 2024-01-29T14:58:55Z
canonical: "wiki.cobblestonesoftware.com/create-a-contract-request"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Contract Request

### **Create a Contract Request**

**Contract Request Process: Create a Request**

**Adding a Request Record**

Initiating the Contract Request Function is accomplished by navigating to **Requests** > **Add Request Record**.

![Add Request Record on Main Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(385).png)1. A page where the type must be selected in a drop-down menu displays

2. Click **Continue**.

![Select Type For Request](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(271).png)

The **Request a Contract** entry screen for adding/creating a new Contract Request displays.

![Add New Request Record Form](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(198).png) 1. Enter the information/data for your Contract Request into the appropriate fields, being sure to populate all **required fields**, as indicated by a **Red Asterisk** (*****).

**Note:**

1. Fields on the **Request a Contract** screen that are grayed out are fields that the system automatically populates/fills in and cannot be changed/edited.
2. Each Contract Request must be assigned to an appropriate **Review Group**. The assigned **Review Group** is comprised of individual users who have been tasked with reviewing and determining the disposition for each submitted Contract Request. Creation and management of **Review Groups** is a Contract Insight Application Administrator function which should be completed during **Contract Request Configuration**. To create a **Review Group**, please see the [Employee Groups & Roles](https://wiki.cobblestonesoftware.com/docs/05-employee-groups-and-roles) Wiki page.
3. When creating a Contract Request for review and acceptance, the value in the **Status** field triggers the Contract Request to be submitted, to the individual users assigned to the **Review Group**, for the review and acceptance activities. A Status value of **Request Pending** triggers alert emails once **Save & Continue** for the Contract Request has been clicked. Contract Request Email Alerts are sent to all individual users assigned to the assigned **Review Group**, the requester (**Entered By**), and the **Employee Contact** (primary person assigned responsibility as the point of contact for the Contract Request).

2. Add Subtable Data

If configured to, some subtables may be available to data entry on the record's Add Screen.

**Adding Subtable Lines on the Record Add Screen**

A. Add a new record as usual.

B. Between the individual fields and the Save & Continue button, each selected subtable is available. If a particular subtable is not available, your system administrator has not enabled it for use on the add screen.

![Adding Request Task](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.1.png)

C. Click Add New Record.

D. A set of fields appears for each column header for each subtable. Enter data into all required fields (as marked with a red asterisk (*) in the column header) and all other data available.

**Note:** For more information regarding subtables, please visit the wiki page for [Custom Subtables.](/v1/docs/custom-subtables)

2. Once all of the appropriate data/information has been entered, click **Save & Continue** to save the Contract Request, trigger the alert emails. The **Contract Request Details** screen displays.

![Request Task Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/create-a-contract-request-image-p2p13qn0.png) The **Request Details** screen contains 6 distinct sections/components:

1. Contract Request Meta-data (**Record Details**)
2. Contract Request Attachments (**Files & Documents**)
3. Contract Request Task Alerts (**Tasks, E-mails, Workflow, Alerts**)
4. Contract Request Line Items (**Line Items**)
5. Contract Request Notes Repository (**File Notes & Comments**)
6. Contracts Linked to this Request

You are also able to create a request from a file from any screen with the grey Drag and Drop box in the side menu by dragging and dropping a file onto that screen

![Drop Files Here Box](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(143).png)

That will then prompt you to choose what type of record to create from the file. To create a request, you would need to click on the request button.

![Drag and Drop Record Type Selection](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/create-a-contract-request-image-dk6ntq8z.png)

Afterwards you will be able to review the file and enter all metadata for the record.