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 'List' from the Configuration screen.
The List Summary 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 select what feature the List should 'Apply To'. The current options within the drop down list are Contract, People and Party.
Note: Contract Document Templates are only available for Contract
Select the Template Type of 'Contract Document Template' and press [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 [Document] 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.
Note: If you are creating a Document within this Template then it will not be accessible elsewhere on the system. If you wish to use a Document multiple times across various Templates then you should create the Document in the Library and then add it to Templates using the 'From Document Library' option.
If updates are made to the Document in the Library i.e. version 2 - then this new version will NOT automatically be applied to your Templates where they are attached. If you do update the Document in the Library then you must also update any Templates where they have been attached so they have the latest version (remove from the Template and apply again to get the latest version).
[Save] the record and add more templates to the list if required.