After creating a record for the contract, you need to have a contract document that outlines the terms and conditions of the relationship between the engaging parties. A contract can be generated manually or automatically, depending on predefined criteria such as contract type, account, etc.

The administrator can configure the workflow with a stage and an activity for the manual or automatic generation of contract documents.

Manual Document Generation

If the administrator has configured the workflow with a stage and an activity for manual document generation, the stage is displayed in the contract lifecycle transition bar. Click on the stage icon to generate a contract document or override the process and move ahead in the workflow.

Automatic Document Generation

Prerequisites

• The administrator has configured the workflow with a stage and an activity for automatic document generation.
• The administrator has selected a contract template in the Rule Setting in the Admin Console.

The contract document is automatically generated after contract creation and the workflow stage is displayed in the contract lifecycle transition bar.