Filing Service Contracts and Contract Quotes

You can file service contracts and contract quotes at any time to record a copy of the contract or contract quote in the program. The program files service contracts automatically when you convert contract quotes to service contracts or cancel service contracts.

To File Service Contracts and Contract Quotes:

  1. Open the Service Contract or Service Contract Quote window.

  2. Browse to the relevant contract or contract quote and click Functions, File Contract/File Contract Quote. A dialog box appears in which you must click Yes to confirm.

  3. Click Contract, Filed Contracts or Quote, Filed Contract Quotes, to view the filed contract or contract quote.