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 the 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 the 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: Save it to the desktop, close the MS-Word application, and come back to the agreement record later. Access the agreement document from the Notes & Attachments section (click on the View link corresponding to the document).
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	Imports a third-party agreement document and attaches it to the agreement record. Allows the user to use the attached document in the Author process.
Availability	If Status Category = Request or In Authoring or In Filing
Post Status	N/A
Comments

Activate

Action	Activate
Description	Marks the agreement as a finalized, executed agreement. Prompts the user to select which attachment is the signed copy and records the same in activity history.
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	Sets Status to Cancelled Request If an Amendment is being Cancelled, sets Status Category of Original Agreement to In Effect and Status to Activated
Comments