System Attributes for Templates
We have now added all System Attributes to Templates. The full list of available items you can now include in your Templates, both "Classic" and Library, are below:
- Contract Name
- Contract Type
- Folder Name
- Primary Party
- Secondary Party
- Tertiary Party
- Related To
- Contract ID- Will only appear if the Template is being created AFTER the Contract Container has already been made
Below, you can see what the drop-down menu for Classic Templates looks like, as well as the copy board from the Library Template set-up. For more information on how to create and configure these templates, click HERE.
Term Fields for Templates
Today's Date for Templates
Library Templates and Term Data
We released a patch to resolve an issue where the current Term Data entered into a Contract was not being brought into the Library Template area like other Summary Data Fields. All currently entered Term data is now correctly brought into the Template entry page, the Template itself, and any updates are reflected in the Container upon saving.
Attached to this issue was also one where certain Fields were being created as individual Fields in a Container after saving a Library Template document even though the Field in question was already in a field Group. This has also been resolved, and no additional, unnecessary Fields will be seen after saving a Library Template.
Notify By Date on Final Cycle
Last month we released an update where the Next Renewal Date no longer displays during the final cycle of a Recurring Contract with an End Date, however, there were some Contracts that had missing Notify By Dates on that final cycle. This issue has since been resolved and Notify By Dates are being created and calculated correctly.
Gear Cog not appearing for all Users
After the release of the Gear Cog last month that brings up the Column Selector screen, it was reported that certain Users were not seeing it appear. We have identified the issue causing it to not display, and all Users will now see the Cog in the top right corner of all Contract View and Attachment Grids.
Daylight Savings Time affecting Scheduled Views
Finally, we have addressed an issue of Scheduled Views arriving an hour off of it's set schedule. All Scheduled Views should be arriving at the designated time, regardless of observance of DST.