Contract Configuration form

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

    • Use the Contract Configuration New Record form to create or modify a contract configurations.

    Table 1. Contract Configuration form for contract records
    Field Description
    Name Unique name for the contract configuration.
    Request Table Table with which you want to associate the contract configuration.
    Contract Repository Repository where the contract records should be created.
    Document type Indicates how the contract document is generated. The available values are:
    • Word template: Contract document is generated from Word document templates for the contract configuration.
    • Third-party contract: Contract documents is generated from the documents attached in the third-party contract request.
    Template The contract template to be used to generate a standard contract with predefined content. This field appears only when Word template is selected from Document type.
    Application This field is automatically set per the application scope setting.
    Active Option to make the contract configuration active.
    Order Order in which the selection rule is run.

    If multiple rules meet the conditions from a contract request, the rule with the lowest order number is run first for selecting the configuration.
    Applies to Conditions under which the contract configuration is applied.

    For example, to apply a configuration when a contract request is submitted in the Non-disclosure agreement category, you would enter the following condition: [Category][is][ Non-disclosure agreement].