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Procedure documentationCreating a Contract Document Template Locate this document in the navigation structure

 

Prerequisites

You have the appropriate rights to create a contract document template.

Procedure

To create a contract document template:

  1. Choose   Contract Management   Clause Library   Contract Document Template List  .

    Note Note

    You can also access this by choosing   Setup   Document Setup   and selecting Contract Document Template Library under Contract Generation.

    End of the note.

  2. On the Contract Document Template List page, choose New.

  3. On the Header tab, enter basic template information, optionally specify Microsoft Word 2007 settings, and add collaborators.

    For more information about the Microsoft Word 2007 settings, see Field Help for Contract Document Templates.

  4. Choose the Sections tab to add sections.

  5. Save your entries.

  6. Optionally, you can change the phase of the contract document template:

    • Draft: The creation phase of the template

    • Review: The phase in which collaborators can review the template

    • Approved: The phase in which a template can be used to create contract documents

    • Retired: The phase in which the template is removed from the active list and can no longer be used to create contract documents

    To create contract documents from the template, you must advance the phase to Approved. For more information about phases, see Phases.

To edit a template, click the template name on the Contract Document Template List page, and then choose Edit on the Contract Document Template Header page.