Create document template categories
As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.
Antes de Iniciar
Role required: sn_cm_core.contract_config
Procedimento
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Select Active to make the category active.
Figura 1. Document Template Category
Resultado
The document template category is activated and can be associated with a document template.