You can place the Contract element anywhere in your Deal room content, based on your needs.
A typical use case for it is to create a page where you'll display the relevant contract or contracts to a deal:
Setup - Select a contract
Once added, the element acts as a placeholder for a specific contract. You can only link one contract per element, so if you want to display several contracts in your deal room - add one element for each. Press the add contract link button to browse your active contracts.
Here you'll be able to see all the active contracts on the entity. An active contract means a contract that has been activated in the Contract room. You can choose to either:
A. Send out the email invitations with the contract room, then add it to a Deal room to be displayed
B. Choose to share the contract room through the deal room. Use the "Share with link" option in the contract room, then connect the contract to your deal room and use it as the entry point for your participants
Select the contract room you want to connect to proceed.
Setup - When a contract has been connected to the room
Once a contract room has been connected, the following things will be automatically synced to the element:
You can use the element settings menu to choose which information should be displayed in the element.
Use the description field to add more contextual information about the specific contract
Share your contract with your participants
An example of how it can look for the participant
In the example below, where Deandra is visiting the deal room, she sees the "Review contract" button that will take her to the contract room using her personal link. When Dennis is visiting the deal room, he will not see Deandra's button, but rather his own button with his own personal link.
Deandra's participant view of the contract element:
As the statuses of the contract room change, or changes are made to the contract room, they will be reflected automatically in the contract element without any publish needed.