Create form Template with name Create NDA Contract

Siddhnath Pande
Mega Guru

Hi Team,

The product development group wants to speed up and simplify the creation of Contracts for non-disclosure agreements.

1. Create a form template that anyone can use to apply the necessary field values specific to non-disclosure agreement contracts. Name the form template 'Create NDA Contract' and have it set the following fields:

 Contract model: NDA
 Contract administrator: Karla Ken
 Approver: Bud Richman
 Options: 1 Year
2. Test the Create NDA Contract form template by creating a new non-disclosure agreement for the vendor Apple. You may enter any value for the Contract number.

3. Stay on the same form by using Save, rather than Update. Then make use of Insert and Stay to create a second non-disclosure agreement using the same values but change the vendor to Google.
27 REPLIES 27

Hi Pawan, I know how to do the steps for now. Thanks

Hi Pawan, I know how to do the steps for now. Thanks

How do you do the second part and get the "Create NDA Contract" template to come up as a contract option?

   
2. 

Test the Create NDA Contract form template by creating a new non-disclosure agreement for the vendor Apple. You may enter any value for the Contract number.

To complete step 2 & 3,

  • You need to go to Contract > Contracts > All
  • Click on New, in the upper right hand corner
  • Click on the three dots "..." for More Options, in upper right hand corner
  • Click on "Toggle Template Bar"
  • Click on "Create NDA Contract" in bottom left hand corner
  • For Vendor, search for Apple, make sure to click on it instead of typing it in.
  • Type in random contract number
  • Click on hamburger menu on top left, click Save
  • Click on hamburger menu again, click on Insert and Stay
  • For Vendor, search for Google, make sure to click on it instead of typing it in.
  • Click on hamburger menu on top left, click Save
  • Validate Lesson

Matthew Leisy
Tera Contributor

Can you please show how points 2 & 3 were performed? I created a template but get an error and cannot validate the task when I enter the Apple and Google info as a vendor and add a contact number. Please show the steps necessary.