User guide
This User Guide provides a complete overview of how to use Vendor & Contract Management for Jira (Cloud).
It is designed to help Vendor Administrators quickly understand how to manage vendors, contracts, reminders, and reports, while ensuring data accuracy through automated status updates and built-in governance rules.
Use the sections below to navigate directly to the feature you want to learn more about.
Vendor Management
Learn how to manage vendors, understand their lifecycle, and collaborate efficiently.
Creating a Vendor – Create new vendors and understand default behaviors and required information.
👉 [Go to Creating a Vendor]Vendor Status Lifecycle and Updating Logic – Learn how vendor statuses are calculated automatically based on contract activity.
👉 [Go to Vendor Status Lifecycle]Vendors Overview – View the complete list of vendors and access key information at a glance.
👉 [Go to Vendors Overview]Vendor Details View – Explore the vendor detail page, including vendor information, associated contracts, comments, and history.
👉 [Go to Vendor Details View]Update a Vendor – Learn how we can Update a Vendor.
👉 [Go to Update a Vendor]Delete a Vendor – Learn how and we can Delete a Vendor.
👉 [Go to Delete a Vendor]
Contract Management
Understand how to create, manage, and monitor contracts throughout their lifecycle.
Creating a Contract – Create contracts, associate them with vendors, and define start and end dates.
👉 [Go to Creating a Contract]Contract State Lifecycle and Updating logic – Understand contract statuses such as Draft, Active, Inactive and Expired. Learn how the system automatically updates contract states and how it impacts the vendor status.
👉 [Go to Contract Status Lifecycle and Updating logic]Contracts Overview – View all contracts across vendors and quickly identify key dates and statuses.
👉 [Go to Contracts Overview]Contract Details View – Use the contract detail page to manage reminders, attachments, comments, and view the full history of changes.
👉 [Go to Contract Details View]Reminders & Notifications- Ensure that important contract deadlines are never missed.
👉 [Go to Reminders & Notifications]
Attachments - Contract attachments provide a centralized repository for all documents related to a specific contract.
👉 [Go to Attachments]
Update a Contract – Learn how we can Update a Contract.
👉 [Go to Update a Contract]Delete a Contract – Learn how and we can Delete a Contract.
👉 [Go to Delete a Contract]
Reminders & Notifications
Ensure that important contract deadlines are never missed.
Reminders Overview – Get an overview of how reminders work and when notifications are triggered.
👉 [Go to Reminders Overview]Creating Contract Reminders – Configure up to three reminders per contract and select notification recipients.
👉 [Go to Creating Contract Reminders]Managing Existing Reminders – Manage reminders for contracts, including creating, editing, deleting them and tracking their execution.
👉 [Go to Managing Existing Reminders]Reminder Execution & Delivery – Understand how reminders are processed and delivered by the system.
👉 [Go to Reminder Execution & Delivery]Reminder Statuses – Learn the meaning of reminder statuses such as Scheduled, Sent, and On Hold.
👉 [Go to ]
Reports
Access high-level insights into your vendor and contract ecosystem.
Vendors Dashboard-The Vendors Dashboard gives you a complete overview of your vendor ecosystem, helping you track vendor activity, payment status, and service distribution.
Contracts Dashboard-The Contracts Dashboard provides a comprehensive view of your contract portfolio, tracking contract lifecycle stages, payment status, and financial commitments.
👉 [Go to Reports]
Settings
Configure and manage critical application settings, user access, and system monitoring.
The Settings section provides administrative controls for the Vendor & Contract Management application.
User Management – Control which users have access to the VCM application and assign or revoke the Vendor Administrator role.
👉 [Go to User Management]
Attachment Storage – Configure the secure storage location for all contract and vendor attachments and manage the dedicated vault project.
👉 [Go to Attachment Storage]
Audit Logs – Monitor automated system tasks, view the execution history of the reminder cron job, and troubleshoot any processing issues.
👉 [Go to Audit Logs]
Help
Access comprehensive documentation and get support for the Vendor & Contract Management application.
The Help section provides resources to assist you in using the VCM application effectively and getting support when you need it.
👉 [Go to Help]