Document Password

Enter a password to restrict document access.

Con#1@!

Document Naming Convention

Enter a value to apply a custom naming convention for documents generated as a result of the following actions.

• Generate document
• Re-generate document
• Check-in (from X-Author for Contracts)
• Finish O365 review
• Upload signed documents after wet signature
• Intelligent document import
• Generate supporting document

You can specify the Contract object field names in the sequence to be included in the document name.

You must preface all field names, except the following, with a colon:

You must preface lookup field names with a colon and also append .Name to them. For example: %:ParentAgreement.Name%

The following field names must be specified without a colon prefix.

• contractname
• action
• templatename
• date
• checkintype
• version

%:Name%_%:RecordType%_%:ExecutedDate%_%action%_%timestamp%_%version%_%:ParentAgreement.Name%_%:PrimaryContact.Name%

Watermark Text

Enter the watermark text that appears on the document generated, regenerated or previewed.

Confidential

Show Related Documents

Toggle this button on to show a list of parent, child, or sibling documents in the Related Documents tab when users send contracts for simple review, Microsoft 365 review, or for signatures.

NA

Hide Create New Contract Form

Toggle this button on to skip the Create a New Contract form for users with access to only one contract type. This creates a contract and navigates directly to the contract details page.

NA

Restrict Editing after Activation

Toggle this button on to prevent users from modifying any contract records, including amended or renewed ones, once the contract is activated. By default, this setting is turned off, allowing users to edit contract records and their amendments or renewals.

NA

Contract Number

Prefix: Enter a unique identifier for categorization and easy reference to essential contract details. For example: CTR

Sequence Padding: Add leading zeros to contract numbers for consistent formatting and easy sorting. This is a required field if a value is entered in the Prefix field. For example: 0000000 generates numbers in sequential order such as CTR0000001, CTR0000002.

For new tenants, the Sequence Padding field is pre-populated with the seed data 0000000 by default for the contract number.

Prefix: CONGA2025

Sequence Padding: 000000

Prefix: Enter a unique identifier for categorization and easy reference for contract obligations. For example: OBLG

Sequence Padding: Add leading zeros to obligation numbers for consistent formatting and easy sorting. This is a required field if a value is entered in the Prefix field. For example: 0000000 generates numbers in sequential order such as OBLG0000001, OBLG0000002.

For new tenants, prefix OBL and Sequence Padding 0000000 is pre-populated with the seed data by default.

Prefix: OBLG

Sequence Padding: 000000

Prefix: Enter a unique identifier for categorization and easy reference for contract obligation fulfillment records. For example: FULFMNT

Sequence Padding: Add leading zeros to obligation fulfillment numbers for consistent formatting and easy sorting. This is a required field if a value is entered in the Prefix field. For example: 0000000 generates numbers in sequential order such as FULFMNT0000001, FULFMNT0000002.

For new tenants, prefix OBL and Sequence Padding 0000000 is pre-populated with the seed data by default.

Prefix: FULFMNT

Sequence Padding: 000000

Cycle Time Report

Toggle this button on to track the time a contract record takes to move from one stage to another on the Reports & Dashboards page. By default, this setting is turned off, which stops any cycle time data from being created and prevents cycles from being tracked and reported.

NA

Create Order

Toggle this button on to automatically create an order and its associated order line items from a contract upon activation, for specific contract types. When you enable this button, the Contract Type field appears, allowing you to select the specific contract types for which automatic order creation must apply. For example, enable automatic order creation for MSA, NDA contracts.

NA

Show Implementation Task Menu

Toggle this button to show or hide Implementation Tasks in your org's navigation.