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


ActionPreview Agreement
DescriptionGenerates 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.
AvailabilityIf Status Category = Request
Post StatusN/A
CommentsThis action does not place the generated document in the Notes & Attachments related list.


Generate


ActionGenerate Agreement
DescriptionGenerates 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).
AvailabilityIf Status Category = Request
Post StatusSets the status for an agreement to Ready for Signatures.
Comments


Regenerate


ActionRegenerate Agreement
DescriptionRegenerates 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.
AvailabilityIf Status Category = In Authoring or In Signatures
Post StatusN/A
Comments


Generate Supporting Document


ActionGenerate Supporting Document
DescriptionGenerates 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.
AvailabilityN/A
Post StatusN/A
CommentsThis can be used to generate an agreement summary. 


Send for Review


ActionSend for Review
DescriptionAllows 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.
AvailabilityIf Status Category = In Signatures or In Authoring
Post StatusSets the status for an agreement to Other Party Review.
Comments

Send for Signatures


ActionSend for Signatures
DescriptionAllows 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.
AvailabilityIf Status Category = In Signatures or In Authoring
Post StatusSets the status for an agreement to Other Party Signatures.
Comments


Import Offline Document


ActionImport 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.
AvailabilityIf Status Category = Request or In Authoring or In Filing
Post StatusN/A
Comments


Activate


ActionActivate
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.
AvailabilityIf Status Category = In Signatures
Post StatusSets 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


ActionAmend
DescriptionCreates 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.
AvailabilityIf Status Category = In Effect
Post StatusSets Status of Original Agreement to Being Amended, and Status Category of New Agreement to Request and Status to In Amendment
Comments


Renew


ActionRenew
DescriptionCreates 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.
AvailabilityIf Status Category = In Effect
Post StatusSets Status of Original Agreement to Being Renewed, and Status Category of New Agreement to Request and Status to In Renewal.
CommentsAgreement End Date must be in the past. 


Expire


ActionExpire
DescriptionSets the Agreement to an Expired or Lapsed Status.
AvailabilityIf Status Category = In Effect
Post StatusSets Status Category to Expired and Status to Expired.
Comments

Initiate Termination


ActionInitiate Termination
DescriptionInitiates 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 StatusSets Status Category to In Effect and Status to Being Terminated.
Comments


Terminate


ActionTerminate
DescriptionSets the Agreement to a Terminated state.
AvailabilityIf Status Category = In Effect
Post StatusSets Status Category to Terminated and Status to Terminated.
Comments


Cancel Request


ActionCancel Request
DescriptionVoids an Agreement Request.
AvailabilityIf 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