Copy contract documents to contract repository

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

    • Copy signed contract documents into the contract repository for conversational search.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Contract documents must be stored in the contract repository to enable conversational search and retrieve queried information. For existing contracts, run the scheduled job CM Pro – Copy Signed Document Revision to AST Repo to copy signed contract documents into the repository.

    For new contracts, the scheduled job runs automatically when the contract request moves to Closed complete state.

    Prozedur

    1. Navigate to All > System Definition > Scheduled jobs.
    2. Search for CM Pro Copy Signed Document Revision to AST repo and open the job.
    3. Select Execute Now.
      Abbildung : 1. Scheduled job to copy contract documents to the contract repository
      Scheduled job to copy contract documents to the contract repository

    Ergebnisse

    The signed contract documents are copied into the contract repository.

    Nächste Maßnahme

    Index data for conversational search. Index contracts table for conversational search