Switching Contract Source from Attached Document to Structured Terms

If, at some point in the past, the Contract Source for the business document was Structured Terms, you can switch back to representing your contract terms as structured terms.

When you switch the Contract Source for the business document back from Attached Document to Structured Terms, there are two situations:

If the Contract Source for the business document has never previously been Structured Terms, then you must select a contract template as part of the switch.

In all cases, the category of the attached document will change from Contract to Supporting Document, or the document will be deleted. The system will warn you in advance of the outcome, and allow you to cancel your switch operation.

Note: After the switch, the only active terms and conditions for the business document are those provided by the structured terms.

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