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This setup is intended to prevent contract requesters from creating duplicate companies with slightly different spellings and to ensure that contract managers have ownership and control of this data. However, permissions can be changed easily to allow contract requesters to create companies and contacts directly. It is important for contract managers to evaluate the new additions, and either replace them with existing data or create the appropriate background data. Otherwise, the linked data can't be used in print document templates and emails.
Creating Contract Attachments from Default
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Document Templates
The Attachments tab shows all attached files related to the contract and provides the user with options to create and edit related attachments. For certain contract types, when the Document Source is set to Standard Template or Modified Template, the 'Print Document Template to Generate' field appears. The Document Source can be set to:
- Standard Template: used when a file is generated from an internal template. This option appears only for contract types where Has Print Templatedocument template(s) is set to Yes.
- Modified Template: used when a file originally generated from a template, but is then modified. This option appears only for contract types where Has Print Templatedocument template(s) is set to Yes.
- 3rd Party: used to indicate a document provided by the external contract party.
- Internal – Other: used when a document has been internally generated, but not from a template.
Print Document Template to Generate has a default set of values that are based on the Contract Type, and there may be some visibility dependent fields that appear based on whether the print document template uses user-selected or optional clauses. For instance, the Customer Service Contract default template has some additional fields such as 'Select Governing Law Clause' and 'Select Optional Clauses:'
The Create and Attach action button is used to auto-generate a contract document from the MS Word print document template specified in the Print Document Template to Generate field, which is then stored in the Print Template document template File field. Clicking Create and Attach generates the document and creates an Attachment record to hold the attached file. If there are clauses associated with the selected Print Templatedocument template, the Contract Clauses will populate with the clause text used in this Contract. As updates are made to the clauses, the Contract Clause text will be updated.
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This table stores all the Clauses used in a Contract. Contract Clauses are populated automatically when the Print Template document template is created. When revisions are compared against the baseline, the Contract Clauses update to show the markup against the source text. The Contract Clauses are sorted in the order they appear in the print document template when the source is Print Templatedocument template. If the Contract Clause is changed from the source, Modified from Default changes to Yes. For more information on Contract Clauses, see the Contract Clause Table.
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The Comparison Against Baseline button also runs a document comparison action, but against the original standard system template. When this button is used, Contract Clause Modification records are created if the source template used clauses. See Print Template document template Clauses for more information.
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Fields under the Signers heading are used to populate the signature page of the contract's print document templates and to identify the signers for either program. For this reason, these fields must be filled before generating an attachment from a template, which in turn must be generated and set as To Be eSigned before returning to the Signature tab in order to create envelopes.
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