Actions
The type and the actions vary according to the agreement status. The following table describes the actions available at various stages of the agreement and their significance.
Preview
|
Action |
Preview Agreement |
|
Description |
Generates a Draft version of an agreement document based on the template set up for the agreement type. The draft agreement is rendered in MS Word format. If more than one agreement template is set up, you are prompted to pick a specific template. |
|
Availability |
If Status Category = Request |
|
Post Status |
N/A |
|
Comments |
This action does not place the generated document in the Notes & Attachments related list. |
Generate
Action | Generate Agreement |
Description | Generates the first version of an agreement document and attaches a copy of the same to the agreement record. When you initiate the Generate action, you are navigated to an intermediary screen to select additional information about the document to be generated. Select DOC for an MS Word document, RTF for Rich Text Format, or PDF for a PDF protected document. Additionally, if document protection has been enabled for you, you can generate a document with the appropriate protection options. The first draft version of the agreement is generated, rendered on the screen in MS Word format and attached to the system in the Notes & Attachment or Document Versions (if the document is Version Aware) related list on the agreement details page. You can:
|
Availability | If Status Category = Request |
Post Status | Sets the status for an agreement to Ready for Signatures. |
Comments |
Regenerate
Action | Regenerate Agreement |
Description | Regenerates a new version of the agreement document from a selected template based on values from the agreement record. The regenerated agreement document is attached to the Notes & Attachments or Document Versions (if the document is Version Aware) related list. Because it is regenerated from template, any red lines made in previous version are not be carried into this version and must be manually applied. |
Availability | If Status Category = In Authoring or In Signatures |
Post Status | N/A |
Comments |
Generate Supporting Document
|
Action |
Generate Supporting Document |
|
Description |
Generates a document from a template of type “Supporting Document” and attaches the same to the agreement record. It can be used for Agreement Summary, Renewal Letter, Termination Letter, etc. |
|
Availability |
N/A |
|
Post Status |
N/A |
|
Comments |
This can be used to generate an agreement summary. |
Send for Review
|
Action |
Send for Review |
|
Description |
Allows you to select one or more attachments from the Agreement record and from related parent/child agreements, select an email template, address the same, and send it out. |
|
Availability |
If Status Category = In Signatures or In Authoring |
|
Post Status |
Sets the status for an agreement to Other Party Review. |
|
Comments |
Send for Signatures
|
Action |
Send for Signatures |
|
Description |
Allows user to select one or more attachments from the Agreement record and from related parent / child agreements, select an email template, address the same, and send it out as a final copy for Signatures. |
|
Availability |
If Status Category = In Signatures or In Authoring |
|
Post Status |
Sets the status for an agreement to Other Party Signatures. |
|
Comments |
Import Offline Document
|
Action |
Import Offline Document |
|
Description |
|
|
Availability |
If Status Category = Request or In Authoring or In Filing |
|
Post Status |
N/A |
|
Comments |
Activate
|
Action |
Activate |
|
Description |
|
|
Availability |
If Status Category = In Signatures |
|
Post Status |
Sets Status Category = In Effect, Status = Activated. If an Amendment or Renewal is being Activated, sets Status Category of Original Agreement to Amended or Renewed and Status to Superseded. |
|
Comments |
Amend
|
Action |
Amend |
|
Description |
Creates a new dot version of the Agreement (nnnn.1, nnnn.2, and so on) after doing a deep copy of the agreement fields and related objects. |
|
Availability |
If Status Category = In Effect |
|
Post Status |
Sets Status of Original Agreement to Being Amended, and Status Category of New Agreement to Request and Status to In Amendment |
|
Comments |
Renew
|
Action |
Renew |
|
Description |
Creates a new dot version of the Agreement (nnnn.1, nnnn.2, and so on) after doing a deep copy of the agreement fields and related objects. |
|
Availability |
If Status Category = In Effect |
|
Post Status |
Sets Status of Original Agreement to Being Renewed, and Status Category of New Agreement to Request and Status to In Renewal. |
|
Comments |
Agreement End Date must be in the past. |
Expire
|
Action |
Expire |
|
Description |
Sets the Agreement to an Expired or Lapsed Status. |
|
Availability |
If Status Category = In Effect |
|
Post Status |
Sets Status Category to Expired and Status to Expired. |
|
Comments |
Initiate Termination
|
Action |
Initiate Termination |
|
Description |
Initiates the agreement termination process. |
|
Availability |
This is not a standard action. You must configure the Initiate Termination button in the Agreement Detail page layout and add the required customization. |
|
Post Status |
Sets Status Category to In Effect and Status to Being Terminated. |
|
Comments |
Terminate
|
Action |
Terminate |
|
Description |
Sets the Agreement to a Terminated state. |
|
Availability |
If Status Category = In Effect |
|
Post Status |
Sets Status Category to Terminated and Status to Terminated. |
|
Comments |
Cancel Request
|
Action |
Cancel Request |
|
Description |
Voids an Agreement Request. |
|
Availability |
If Status Category = Request or In Authoring or In Signatures and Status <> Cancelled Request |
|
Post Status |
|
|
Comments |
