You must be in the Contract Terms page for your business document.
The contract template for your business document must be Contract Expert enabled, except in the following case:
If you have applied a Contract Expert enabled contract template to a business document, and then disabled Contract Expert in the contract template, you can continue to use Contract Expert on the business document, so long as you have not explicitly reapplied the contract template to the business document.
The profile option OKC: Use Contract Expert must be set to Yes.
Click Use Contract Expert.
The page that appears is the Questions page.
If there are no questions on the page, you can go to the second stage of the Contract Expert session; click Continue to view the clauses to be added to the business document.
Answer the questions, either by selecting or entering values.
For more information on answering Contract Expert questions, see the Contract Expert Question Notes.
After you have answered questions in the Questions page, you can perform one of the following operations:
Click Cancel.
If you confirm this, you exit the Contract Expert session. If you have not saved any responses at this time, you lose the information you provided in the Questions page.
Click Save Responses.
This establishes a save point for your questions. In future Contract Expert sessions, or even later in the same Contract Expert session, you can either answer further questions or change your existing answers.
Click Continue.
This moves you to the second stage of the Contract Expert session, to see the clauses that will be added to the business document based on the rule conditions.
Before you submit the business document for approval, you must answer all the mandatory questions.
If you want to edit responses to questions that depended on others, you must edit the lowest-level questions first, then work back up the hierarchy as far as you require.
You may select a blank answer to a lower-level question to remove it from the list of questions.
If the response for a question is numeric, and you do not provide a value, the system uses 0 as the default value. It is strongly recommended that you provide a value, otherwise Contract Expert may bring in or remove clauses based on the response of 0.