Modifying Contract Templates

You can modify certain properties of existing contract templates.

Procedure

You can complete the following tasks while modifying contract templates:

Define clauses
Preview language
Adding or removing user-defined terms
Changing mandatory options of terms
Adding and deleting line definitions
Viewing and printing attachments
Adding and selecting attachments
Removing and replacing attachments
Defining contract level approval list
Administering security
Configuring and previewing contract summary

Defining Clauses
In a contract template, you can use the Language tab to configure the view of the future language. You can define clauses for that template.
Previewing Language
You can preview the language of a future contract with styles and formatting applied to it from the contract template.
Grouping Terms
in a contract template, you can use the Terms tab to add terms to the contract template for tracking purposes. The terms that you include are displayed as Tracking Terms on the Terms tab of the Contract Editor of contracts that originate from this template. When you administer terms in a contract template, you can group them, add them or remove them, but values are not yet applicable.
Attaching User-Defined Terms to Templates
The Terms tab includes terms that are defined by users that can be attached to templates.
Changing Mandatory Options Of Terms
When you create a new contract template or open an existing one, you can use the Terms tab to add Terms to the contract template for tracking purposes. Certain options that are mandatory for terms can be modified.
Removing User-Defined Terms from Contract Templates
You can delete user-defined terms from contract templates if you have the appropriate permissions.
Adding Line Definitions to Contract Templates
In a contract template, you can use the Lines tab to add line definitions. When you add line definitions, associated line clauses are copied to the Lines > Clauses tab. These line definitions are copied to the authored, received, filed, or quote contracts that originate from this template. Afterwards, they can be used to create new lines.
Deleting Line Definitions from Contract Templates
You can delete line definitions from contract templates from the Contract Editor.
Viewing and Printing Attachments
You can view and print attachments in contract templates from the Contract Editor.
Adding Attachments to Contract Templates
You can add attachments to contract templates from the Contract Editor.
Selecting Language Attachments
You can select one of the attachments as a language attachment for filed contracts. For other contracts, the attachment is copied over to the Attachments tab as a general attachment in the Contract Editor.
Replacing Attachments
You can replace attachments with other ones in contract templates from the Contract Editor.
Removing Attachments
You can remove attachments from a contract template from the Contract Editor.
Defining Contract Level Approval Lists
You must define contract level approval lists in contract templates for contracts that are created from the templates.
Administering Security for Contract Templates
You can configure access to the contract template or to the future contracts that result from it from the Security tab.
Configuring and Previewing the Contract Template Summary
You can configure the contract summary by the Summary tab in a contract template. You can select field types and the corresponding fields and terms that you want to display in the summary report. You can reorder the fields, and add line separators or text boxes in between two fields. You can send the summary as an attachment along with a specific notification to view the important contract fields at a glance. You must configure these options in the notification template.

Parent topic: Contract Templates