Create form Template with name Create NDA Contract

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03-24-2020 11:22 AM
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:
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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. |
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Contract Management
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05-14-2021 06:42 AM
Hi Pawan, I know how to do the steps for now. Thanks
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05-14-2021 06:42 AM
Hi Pawan, I know how to do the steps for now. Thanks
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05-03-2021 04:20 PM
How do you do the second part and get the "Create NDA Contract" template to come up as a contract option?
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06-26-2022 01:59 PM
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,
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06-04-2022 08:56 AM
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.