Generating Supporting Documents

Using contract templates, you can generate a supporting document, such as Contract Summary, Renewal Letter, and Termination Letter.

To generate a supporting document

1. On the Contract Details page, click Generate Supporting Document.

2. Select a template or search for a template and select the template's file type. 

   

   Only 100 templates are visible in the Select a Template popup. Use the search box to search for a particular template.

3. 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. For more information, see Document Format Setup.

4. Select a document protection type from the Select the document permission level 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.

5. Select the Include Watermark checkbox to apply the watermark to the contract document.
6. Click Create.
   A new contract document is created from the selected template. You can view the contract document in the Documents tab on the left panel. 

The document is assigned a name as per the format configured in Document Naming Convention setting.