Creating a Contract Document List will allow you to create a number of Contract Document templates that can be automatically or manually applied to a Contract record in one action rather than manually creating them one by one.


Select the option of 'Contract Document List' from the Configuration screen.


The List Summary View screen will display any existing Lists that you have created. To create a new List, press the [New] button on the top right to open up a new List record.


Give the List a 'Name' and [Save]


Fig 1 - Contract Document List record


Tabs will appear at the bottom of the form. 


This is where you can now create all your specific Contract Document List Templates. In the [Template] tab, press [New] to open up a new Template record.  The Template form displayed will reflect your current layout for Contract Documents including any Custom or mandatory fields.


Fig 2 - Contract Document Template record


Complete the Templates as you would normally create a Contract Document record.


[Save] the record and add more templates to the list if required.