This section covers the following topics:

• Updating Templates

• Creating Template Revisions

• Placing Templates on Hold

• Deleting Templates

Updating Templates

You can update general information about an approved template including:

• Description

• Document Types

• Language

• Translated From Template

• Layout Template

• Instructions

For more information, see the Create a New Contract Template section.

You must create a revision to update any of the sections or clauses. You can update templates in any of the following statuses:

• Draft: The Template Name, Intent, and Start Date fields can be updated only in the first version of the template in Draft status. You can update all other fields and attributes of templates including:

  • General information (including Layout Template, and Description).

  • Sections and Clauses: You can add, modify, or delete Sections, Subsections and Clauses. You can also reorganize the layout of clauses including numbering.

  • Contract Expert: You can modify the fields in the Contract Expert region, including the check box that enables and disables Contract Expert for the template.

  • Document Type Association: You can add or delete contract document types.

• Approved: To update an approved template for its layout and content, first you must create a revision. Then, you can modify the revision, approve it, and replace the original template.

• Pending Approval: You cannot update templates in Pending Approval status.

You can also perform the following updates to contract templates:

• Place on hold

• Release the Hold

• End Date

Steps

To update templates:

1. Navigate to the Contract Templates page.

   Navigation: Library > Contract Templates tab

2. Enter the search criteria for the template. For more information, see the Search for the Templates section.

3. Click Go. The system displays the search results.

4. Select the Update icon for the template that you want to update. You can perform the following actions while updating a template:

   • Add, update or delete sections and clauses.

   • Submit for approval (available only for templates in Draft, Rejected and Revision status).

   • Place on hold (not available for templates in Draft, Rejected and Revision status).

   • Delete (available only for templates in Draft, Rejected and Revision status).

   • Validate (all statuses of the template).

   • Create revision (only available for templates in Approved status).

   • Preview.

Creating Template Revisions

You can create revisions to approved contract templates. However, you cannot change the following fields:

• Template Name

• Intent

• Start Date

Revisions must be approved before they can be made available for use in authoring business documents. After a template revision has been approved, it completely replaces the original approved template. Template history of previous approved versions is not currently supported.

Changing Contract Expert Fields on Contract Template Revisions

• You must create a contract template revision to update any of the Contract Expert fields. If you update the Expert Clauses Mandatory check box or the Default Section field by creating a revision, the changes take effect on all new and existing business documents the next time that Contract Expert is used on a business document. Even though the template may not have been reapplied on the business document, the updates to the Contract Expert fields still take effect on the business document.

• If you disable Contract Expert on a contract template revision, this will not impact existing business documents that have already run Contract Expert using the original version of the contract template, unless the contract template is reapplied on a business document. In other words, you can continue to run Contract Expert on the business document until you explicitly reapply the contract template.

Steps

To change Contract Expert fields on contract template revisions:

1. Navigate to the Contract Templates page.

   Navigation: Library > Contract Templates tab

2. Enter the search criteria for the template. For more information, see the Search for the Templates section.

3. Open the template for update. The template must be in Approved status.

4. Select the Create Revision option from the Actions list of values.

5. Click Go.

   The status of the template changes to Revision.

6. Make the necessary changes.

7. Submit the template for approval.

Placing Templates on Hold

You can place templates on hold to prevent usage on contracts. You can also release the hold and make templates available again. You can place only those templates that are in Approved status on hold.

Steps

To place templates on hold:

1. Navigate to the Contract Templates page.

   Navigation: Library > Contract Templates tab

2. Search for the template that you want to place on hold. For more information, see the Search for the Templates section.

3. Click Go.

   The system displays the search results.

4. Select the Update icon for the template.

5. Select the Place on Hold option from the Actions list of values.

6. Click Go.

Deleting Templates

You can delete templates that are in Draft or Rejected status.

Steps

To delete templates:

1. Navigate to the Contract Templates page.

   Navigation: Library > Contract Templates tab

2. Search for the template that you want to delete.

   For more information, see the Search for the Templates section.

3. Click Go. The system displays the search results.

4. Select the Update icon for the template.

5. Select the Delete option from the Actions list of values.

6. Click Go.

7. Click Yes to confirm.