Enhancement – All User Types
This is a step-saving feature which requires less navigating and less work for those needed to add a new document to an existing container from one of our two types of templates.
Library and Classic Templates are used to create or modify a contract using predefined “boilerplate” documents loaded ahead of time, which are created by UCM System Administrators. Templates can also be used by Read-only users to add/modify contracts!
In the contract container you’re adding a Template document to, you can click on the ‘Attachments’ tab to display our new, improved documents area. If you have Templates and/or the Document Library turned on for your company, you will see these icons to the left above the grid:
Regular Templates is on the left, Library Templates on the right.
How to Add Templates
Clicking on either of these icons will bring up their respective list of template documents.
Use the link "Click to Fill Fields" to select your template.
After you select the appropriate template, your screen will look like this:
Note: The radio button "Add to existing Contract Container is selected by default and the Contract Name has been filled in with the associated contract.
Fill out the Document Title and any other relevant information. Only the Document Title is mandatory.
The ‘Fill Values’ area will include any fields configured to the template.
Filling in the fields here will cause the data to sync with the container. If a field is updated in the template, it will update on the summary tab.
New fields in the template will be added to the contract’s summary tab!