Set up Contracts Core
As a contract configurator, create and manage a library of clauses, clause variations and contract templates that will be used to generate contract document when a contract request is submitted.
Perform the following tasks to create and manage the clauses, clause variations, and contract templates that will be used for generating a contract document.
- Create a contract type
- Create a contract type for defining different types of contract requests and associate it to a contract model.
- Define an internal signatory rule
- Define a user as an internal signatory rule so that the signer can be added to a contract template to automatically add to the contract document for a request.
- Create document template categories
- Create document template categories to easily identify similar documents and find the correct document template more easily.
- Configure contract templates for a contract request
- Create a contract template of type .docx that can be used when submitting a contract request to generate a standard contract with predefined content.
- Configure dynamic clauses for contract templates
- Enable dynamic customized content in contract templates through clauses that contain clause variations for preset conditions.
- Activate a system property to generate a certificate of completion
- Activate a system property to generate a certificate of completion for electronically signed contracts.
- Configure document templates for standard letters or documents
- Create Word Document Templates to create standard letters or documents that can be signed by configured participants.