To find a template in the Contract Terms Library, choose one of the following options:
Use these steps to search for contract templates.
Navigate to the Contract Templates page.
Navigation: Contract Terms Library > Contract Templates tab
To access the Advanced search options, click the Show More Search Options link.
Search for the template using the following criteria:
Operating Unit.
Keyword: Searches on the Template Name, Description, and Instructions fields.
Status: Search on Approved, Draft, Rejected, Revision, On Hold, and Pending Approval templates.
Template Intent: Search on Buy, Sell, or All.
Contains Clause: Search for a specific clause that is used in a template.
Note: The version of the clause is not considered in this search. If a clause has multiple versions, the system retrieves the templates that use any of those versions.
Used in Document Type: Search on the document type usage for the template.
Language.
Name.
Layout Template.
Translated From Template.
Template Effectivity: Search for templates based on start and end dates.
Owning Operating Unit (only available for local operating units): Search for template used in local operating units or the global operating unit. Note that the search is set by default to the local operating unit. Also, if the owning operating unit is set to Global, the only applicable status value is Approved. You cannot search for global templates in other statuses in a local operating unit.
Default Templates Only: Search for any templates that are used as the default for document types.
Global Only (only available for the global operating unit): Search for global templates in the global operating unit.
Contract Expert Enabled: Search for any templates that use the Contract Expert feature.
For more information on searching by keywords, see the Template Keyword Search Feature.
Click Go. The system displays the templates that match your criteria.