Creating a Contract Terms Template

In this demonstration you will learn how to create a contract terms template.

Steps:

1. Click the Create Terms Template link.

   Step 1

2. Select the business unit where the template will be available.

   Step 2

3. Click the Vision Operations list item.

   Step 3

4. Enter a unique name.

   Step 4

5. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Software License and Service Agreement"
   .
   Step 5

6. This template is for customer contracts, so select Sell as the Intent.

   Step 6

7. Click the Sell list item.

   Step 7

8. You cannot change the business unit or intent after you first save the template.

   Step 8

9. The layout template you select here enables contract authors to preview the contract terms when they are selecting templates.

   Step 9

10. Select the layout template.

     

    Step 10

11. Click the ContractTerms1 list item.

    Step 11

12. Optionally, specify the language of your template.

    Step 12

13. Scroll down.

    Step 13

14. Click the American English list item.

    Step 14

15. For this template, you will be using Contract Expert rules to add additional clauses if the contract requires it, so you must enable Contract Expert.

    Step 15

16. Click the Enable option.

    Step 16

17. Enter the default section where Contract Expert will insert any additional clauses. Contract Expert uses this section only if there is no section specified in the clause itself.

    Step 17

18. You can select the section name or simply type it in.

    Step 18

19. Enter the desired information into the Default Section field. Enter "Commitments".

    Step 19

20. You can make any clauses inserted by Contract Expert mandatory. That way only contract authors with special privileges can delete them.

    Step 20

21. Here is where you specify what contract types will use this template.

     

    Before you do, you must save the template.

    Step 21

22. Click the Save button.

    Step 22

23. The Document Types toolbar is now enabled.

    Step 23

24. Click the Add button.

    Step 24

25. Click the Document Type list.

    Step 25

26. Click the Software License and Service Agreement list item.

    Step 26

27. Select the Default option to automatically apply this template to every new contract of this type.  Contract Expert rules can override this default.

    Step 27

28. Click the Default option.

    Step 28

29. Now add the contract terms.

     

    Click the Clauses tab.

    Step 29

30. The toolbar buttons on the Clauses tab are disabled. You must add at least one section before you can add clauses.

    Step 30

31. Click the Actions menu.

    Step 31

32. Click the Add Section list item.

    Step 32

33. You can add an existing section from the library or create a new section.

    Step 33

34. To add a section from the library, you can either select one from the list or type it in.

    Step 34

35. Enter the desired information into the New Section field. Enter "Term of Agreement".

    Step 35

36. Click the OK button.

    Step 36

37. You are now ready to add clauses to this section.

    Step 37

38. Click the Add Clause button.

    Step 38

39. The first clause in this section is the Term of Agreement clause.

    Step 39

40. Search for the clause. You can use the percent sign to represent missing characters.

     

    Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Term%"
    .
    Step 40

41. Click the Search button.

    Step 41

42. If you do not find the clause you need, you can create a new one. The creation of a clause from a template is covered in a related demonstration.

    Step 42

43. Select the clause.

    Step 43

44. Click the OK button.

    Step 44

45. You must expand the section before you can see the clause you inserted.

    Step 45

46. Click the Expand button.

    Step 46

47. Refresh the preview to see your edits.

    Step 47

48. Click the Refresh button.

    Step 48

49. Now add the remaining sections and clauses into the template.

    Step 49

50. After you have added all the terms and conditions to the template, you are ready to submit it for approval.

     

    Click the Submit button.

    Step 50

51. Submitting your template automatically triggers validation. If your template passes without errors, click Submit again.

    Step 51

52. Click the Submit button.

    Step 52

53. The template is now in the Pending approval status. It becomes active and available for use after it is approved.

    Step 53

This concludes the demonstration of creating a contract terms template.

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