Adding and Editing Key Pointers to Contracts

Key pointers are essential for organizing and managing contract information effectively. Here's a guide on how to add and edit them within your SpotDraft repository:

To manually add key pointers, follow these steps:

Step 1: In your SpotDraft repository, access the ”Manage” folder from the left navigation bar.

Step 2: Select ”Key Pointers” from the available options.

Step 3: Choose the specific contract type where you want to add key pointers.

Step 4: Choose between "General" or "Lifecycle," then click "+ New Key Pointer" at the bottom.

Step 5: Fill in the required fields like key pointer name, type, and description. Click “Save” when done.

Step 6: Your new key pointer will be visible under the respective contract type.

To edit key pointers, follow these steps:

Step 1: Go to the "Manage" folder on your SpotDraft repository.

Step 2: Choose "Key Pointers" from the list.

Step 3: Select the contract type you wish to edit key pointers for.

Step 4: Hover over the key pointer to be edited, and click the pencil icon that appears.

Step 5: Make the necessary edits and save the key pointer.