Create a contract type

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

    • Create a contract type for defining different types of legal contract requests.

    Vorbereitungen

    Role required: sn_lg_contracts.contracts_config

    Prozedur

    1. Navigate to All > Legal Administration > Simple Contracts Admin > Contract Types.
    2. Create or modify a contract type.
      • To create a contract type, click New.
      • To modify an existing contract type, open the contract type from the list.
    3. In the Name field, enter a unique name for the contract type.
    4. Select the Active check box to enable this contract type.
      Only active contract types are available for use in document templates, contract repository, and third-party or NDA contract-related legal requests.
    5. Save the contract type.
      • Save a contract type by clicking Submit.
      • Save the changes to an existing contract type by clicking Update.