Publish a contract template

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Publish contract template to make it available for generating a standard contract document with predefined content when a contract user submits a request.

    Before you begin

    Ensure the clause mapping has been completed before you publish a contract template with clauses. For more information, see Complete clause mapping to build a clause library and Classify and map imported clauses.

    Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Contracts Core > Contracts Template.
    2. Open a contract template.
    3. Optional: Review the contract document.
      1. Generate and preview the contract document.
        For more information, see Generate and preview a contract document from a template.
      2. If any changes are necessary, update the document and save it.
    4. On finalizing the content of the contract document, select Publish.

    Result

    The contract template is published.