Contract Creation
When drafting your contract record, you must fill out the mandatory data fields, such as Contract Name, Account, and Contract Type. The system automatically populates the system fields, such as Status and Status Category, that help identify the current stage of the contract lifecycle.
You can create a contract by:
- Adding basic contract information and generating a contract document later
- Using an existing contract template
- Importing a contract document
The options you select when creating a contract set the following statuses and status categories on the Contract Details page.
Option | Status | Status Category |
|---|---|---|
Fill out a contract form | Request | Request |
By Import Documents | Author Contract | In Authoring |
By Store Executed Contract | Activated | In Filing |
Intelligent Document Import | Import | In Review |
Prerequisites
- Account for the contract is created. For more information, see Accounts Management
- To create a contract from a template, you have a contract template in the system. For information on creating a template, see Creating New Templates in X-Author for Contracts.
- To import an existing contract document, you have a contract document in the system.
Note:
A contract name must not contain more than 255 characters (including spaces and special characters).