After creating a contract, you must generate a contract document that can be sent for review to stakeholders You can generate a contract document using an existing template or import an existing contract document.
To generate a contract document
Go to the Contract Details page.
Click Generate Document.
Select a template or search for a template and select the template's file type.
If you had associated a contract template with a contract type when creating a new template using Conga Drive, then those contract templates are listed for selection. For more information, see Using Conga Drive.
Only 100 templates are visible in the Select a Template popup. Use the search box to search for a particular template.
Select a document format from the Select the Document Format section.
The options available in the Select the Document Format section are based on the document format setting configured by your administrator. The options are disabled if the administrator has configured a default document format. For more information, see Document Format Setup.
Select a document protection type from the Select Document Protection dropdown.
The Select the document permission level dropdown is editable based on the document protection setting configured by your administrator. For more information, see Document Protection Setup.
Select the Include Watermark checkbox to apply the watermark to the contract document.
ClickCreate. A new contract document is created from the selected template. You can view the contract document in the Documents tab on the left panel.
