Create document template categories

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

    • As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.

    Before you begin

    Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Document Templates > Document Template Categories.
    2. In the Name field, enter the name for the category.
    3. Select Active to make the category active.
    4. Select Submit to save the category.