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In this video contract management is explored, including how to track and record contract data.

Video - Contract Management

Contract Management Overview

Add a New Contract Record

How to Add a Party to Contract to an Existing Contract

Contract Approvals

Storing Contract Documents

Finding Contract-Related Details

Analyze Contracts Using the Reporting Module

Configuring the Contract Snapshot (Admin Only)

Guides on how to manage the Contracts Module in GEMS

Contracts Administration (Admin Only)

Setting Up DocuSign (Admin Only)

Contract Management

Create a custom design with text, images, and links

CORE 2026

GEMS Academy

GEMS Webinar Schedule

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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