Submitting a Document Generation Request

Prerequisites

• The contract status category and status are set Request.
• Contract rules are configured. For more information, see Contract Rules and Use Case for Contract Rules.

To submit a documentation request

On the Contract Details page, click Submit Request.

A confirmation message is displayed if the contract information matches a contract rule and the rule is triggered. Depending on the contract rule triggered, either of the following takes place:

• If an active contract rule is triggered in "auto" submit request mode, the contract document is automatically generated with the template selected in the agreement template rule. The document is sent to the primary contact as an email attachment using the email template selected in the email template rule. The contract document is also available in the contract's Documents link.
• If an active contract rule is triggered in "manual" submit request mode, the Owner field value is changed to the user group selected in the user group agreement rule. An email about the transfer of ownership is sent to the address specified in the user group.

If the contract information doesn't match any of the contract rules, a confirmation message "Unable to submit the contract because it didn't match any submission rules. Please contact your administrator for assistance" is displayed.