Create form Template with name Create NDA Contract

Siddhnath Pande
Mega Guru

‎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:

• 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.
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27 REPLIES 27

Mike295
Tera Contributor
In response to Matthew Leisy

‎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,

  • 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

Oyetayo Oyedira
Kilo Contributor

‎06-16-2022 07:35 AM

Hello Sir,

please i'm having problems completing this task above, i seems not to see apple on the vendor names after using the search button. I created a new company name (Apple) to complete the task and after I VALIDATE the task, but it gave me this result Please validate you created the 'Create NDA Contracts' form template based on the specified requirem...

Hoping to read from you soon.

 

Oyetayo. 

JAYASREE BS
Kilo Contributor
In response to Oyetayo Oyedira

‎07-12-2022 05:37 PM

same error for me ,how to solve

Mike295
Tera Contributor

‎06-26-2022 01:58 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,

  • 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