Configure a rule for selecting a legal contract template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure a rule to identify and use the correct legal contract document template based on the submitted legal request and generate a contract document for the requester.

    Vorbereitungen

    Role required: sn_lg_ops.legal_config

    Prozedur

    1. Navigate to All > Legal Administration > Simple Contracts Admin > Contract Template Rules.
    2. Configure or modify a contract template rule.
      • To configure a new contract template rule, click New.
      • To modify an existing contract template rule, open the contract template rule from the list.
    3. On the form, fill in the fields.
      Tabelle : 1. Contract Template Rule form
      Field Description
      Name Unique name of the contract template rule.
      Active Option for marking the rule as active.
      Description
      Contracts table Table in which the contract requests are saved.
      Condition Conditions under which the contract template selection rule applies.

      For example, to apply a rule when a legal request is submitted in an NDA category, you would enter the following condition:

      [Category][is][NDA].
      Document template Published and active document template that will be picked for generating the contract document when the specified conditions are met.
      Execution order Order in which the selection rule is run.

      If there are multiple rules that meet the conditions from a legal request, a template rule with a lower-order number is run for selecting the template.
    4. Save the contract template rule.
      • Save a contract template rule by clicking Submit.
      • Save the changes to an existing contract template rule by clicking Update.
      The Internal Signatories Mapping related list appears.
    5. Map internal signers.
      1. In the Internal Signatories Mapping related list, click New.
      2. In the Internal Signer field, select a user from the list of internal signers.
        The list shows all users from the Signer [sn_lg_contracts_signer] table.
      3. In the Participant field, select user from the list of participants added in the template selected in the Document template field.
      4. Click Submit.