Flex master data single select

Filtered data list

Multiline text

Text multiple select with hierarchical data

Contract Request (External)

Contract Request (Internal)

Contract Request (Procurement)

Contract Request (Sales)

Clause suggestions based on companies with similar contracts

Use Word Styles to dictate outline level

Drag-and-drop to replace and upload

Review and accept changes directly in Outline view

Email .pdf contract for conversion to sections and clauses

In the template, create a custom Notification Profile

In the contract workspace, edit the Notification Profile

In the Administration area, edit the email template in the Project Email Templates

In the Administration area, edit the Default Notification Preferences

Line Item Update

Price Update

Amendment

Administrative

To link the pricing from a sourcing event to the contract workspace

To allow external users to work on the contract

To allow users, who do not have the permission to create Contract Workspaces, to create Contract Requests instead

To generate a contract approval flow

Use visibility conditions

Use relational entries

Use validation conditions

Use expressions

Export the existing template. Make changes to the XML files within the exported archive. When you reimport the archive, the existing template will automatically updated

In the existing template, create a new version and set an expiration date in the future. Create the new template and publish with an effective date on the same day

Export the template and load it into the test site. Make changes on the test site template. When the template is ready to be published, choose "Publish to Production"

In the existing template, select the option to create a new version. When the template is ready to be published, publish the new version

Contract Owner and team members with the Active Team Member role

Contract Owner and team members with the Observer Team Member role

Contract Owner Only

Contract Owner and team members with the Project Owner role

Ensures that only the project owner starts anoy of the tasks

Allows you to group same type of tasks

Allows you to organize tasks into phases to match your business model

Enforces workflow order

Newly-created contract workspaces will have the updated language once you publish a new version of the template

Contract workspaces in draft status will have the updated language inmediately

Newly-created contract workspaces will have the updated language inmediately

Contract workspaces in draft will have the updated language only if you substitute or add the updated clause

Alternate clause

Preferred clause

Fallback clause

Empty clause

Document folder

Personally identifiable information

Team member role

Template

user is deactivated

A user's supervisor consumes a user license

System groups are assigned to a User ID

A user is assigned to a project group with the Project Owner role

Contract line items

Main agreement

Contract compliance request

Contract terms

Contract attributes

Create a Contract Workspace (Internal) subproject and set the supplier as Project Owner

Add the external user for a registered supplier account to a negotiation task

Create a Signature Task and include a note to the supplier instructing them to redline the document

Create an internal user account for the supplier and perform a password reset

Your administrator must update the Access Control field to include your user account

You must be a member of the Project Owner group on the Team tab of the template

You must put the template in a Draft state by creating a new version

You must manage changes by importing a new version of the template

Create before awarding a sourcing event

Create from the create menu

Create by copying an existing contract workspace

Create by amending an existing contract workspace

Create via a contract request

Assign observers to a task

Set a task as a milestone

Remove approvers inherited from the template

Modify a notification profile

Loading contracts for searching and reporting

Importing historical spend data for analysis

Mass editing existing contracts

Receiving automated reminders

Deactivate the Original Contract Owner, so the user's supervisor will be automatically assigned

Leave the original Contract Owner and just assign someone else to the Project Owner group

Replace the user in both the Contract Owner field and the Project Owner group

Replace the user in the Contract Owner field