Getting Started in the Contracts Module

If this is your first time in the Contracts module, this article will walk you through the quick steps to get up and running and building your first Contract in no time. You must be a Cemetery Administrator in order to access many of the pages needed to set up contracts. If you do not have access to the following pages but believe you should, reach out to your cemetery manager or to webCemeteries' staff at [e-mail].

Step 1

Log into webCemeteries Management  with your cemetery administrator log in. 

Step 2

Establish user roles and assign access to contracts. Only Cemetery Administrators will have access to Contracts out of the box so you will need to update user roles and manage users in order to give access to this module. 

Step 3 

Add Inventory to your account so that you have a selection of merchandise and service options available when its time to create a contract. If you have a spreadsheet, you can import inventory information.

Step 4

Update your cemetery settings and make sure to adjust the following:

• Establish rules for handling cancelled contracts and under contract grave statues. 

• Set your cemetery's contract identifier sequence(s).

• Determine default payment terms. 

Step 5

Set up your contract template as a dynamic form (contact [e-mail] if you need assistance).

Step 6

You are now ready to build your first contract.