Download page Adding Restrictions for a Creation Template.
Adding Restrictions for a Creation Template
Restrictions are added to aCreation Templateto ensure the template is available as a selection only when the Creation Wizard is run from a Contract Profile whose Agreement Type, Contract Type, and/or Contract Group match the restrictions identified in the template.
If no restrictions are set, the Creation Template will be available for creating all types of contracts. Restrictions should always be set to ensure a Creation Template is used properly.
Restrictions are added after a user with the Creation Template Admin permissionformats their company's contractso that it can be used as a template in the Creation Wizard,creates questions/actionsto customize a contract by removing sections, andmaps the merge fieldsin the formatted document system fields,additional form fields, andclausesstored in the Clause Library.
In theCreation Template Edit screen, click theRestrictionstab.
Click in theContract Groupfield to activate the list, and select all the contract groups that can use the template when a user runs the Creation Wizard. More than one selection can be made in all field lists by simply clicking on another contract group, agreement type, or contract type.
Click in theAgreement Typefield to activate the list, and select all the agreement types that can use the template.
Click in theContract Typefield to activate the list, and select the check boxes for all the contract types that can use the template.
Click theCreation Template Fieldstab to return to the default view.
If the Creation Template is complete, ensure theActive?check box is selected to make the template available as a selection in the Creation Wizard.