Contract Template Details Page

The Contract Template details page is the page from which you perform most of the operations related to a contract template.

You reach the Contract Template details page by searching for a contract template, then clicking the Title link for the contract template that you want to work on.

This section consists of the following topics:

Layout of the Contract Template Details Page

The Contract Template details page consists of the following tabs:

General tab

The General tab contains identifier information for the contract template, such as Operating Unit, Name, Intent, Start and End Dates, as well as the Status of the contract template.

The Contract Expert section contains Contract Expert related information, such as whether the contract template is enabled for Contract Expert, and how to control clauses selected by Contract Expert.

The Document Types section specifies which document types can use the contract template.

The Additional Information section is for additional flexfield information.

Clauses tab

The main part of the Clauses tab displays the sections and clauses in the contract template.

Note: The Clauses tab is not the place where you create new clauses and sections. It is the place where you associate clauses and sections with a contract template.

In the Clauses tab, you perform all the operations dealing with sections and clauses that are related to a contract template. The main operations are:

Deliverables tab

The Deliverables tab displays the deliverables in the contract template.

In the Deliverables tab, you perform all the operations dealing with deliverables that are related to a contract template. The main operations are:

Rules tab

If Contract Expert has been enabled for the contract template, the Rules tab displays the rules and questions that have been associated with the contract template. From this tab, you can follow rule links to view, but not edit, rule details.

Translated Templates

If the template has been translated to other languages, the Translated Templates tab displays the following information about those templates:

For more information, see:

Accessing the Contract Template Details Page

  1. Follow the menu path from the Navigator: Contract Terms Library > Contract Templates.

  2. Enter search parameters for the contract template that you want to work on.

  3. Click Go.

  4. Click the Name link for your chosen contract template.

    The Contract Template details page appears.

See Also: