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 Setting Up Document Format.

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 Setting Up Document Protection.

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.