This section provides you information about how to map record types to provisions.

Prerequisites

  • Ensure that a mapping of a record type to a project ID, with the same name, is not already created.

  • Ensure that the record type in Contract Management and project ID in KIRA that you want to map are already created.

To map record types to the project 

  1. Go to App Launcher > Intelligent Import Admin Console > Map Agreement Provisions.
  2. Click New. This displays the IDE Map Project Record Type popup. 
  3. Enter the following details:
    1. Name: Enter a name.
    2. Project ID: Enter the KIRA Project ID.
    3. Record Type Name: Enter the Contract Management record type.
  4. Click Save or Save & New based on the number of mappings you need to create.