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Configuration: Adding a task template to a Subject template

 

 

 

Mochadocs - Contract Data Management - Specific Info V2

Adding a task template to a Subject template

Using subject and task templates and integrating task templates into subject templates as strategies of organizing your contract management is strong approach that will ensure organization and efficiency of the contracts type within your company., In this way, similar procedures will be adopted in different cases of contracts and consistent ways of handling them.

 

 

Step 1 - Settings

Go to Configuration and select contract types. Then select the contract type to add new subject templates.

Goto contract types in your configuration area

 

 

 

Step 2 - Select Task Templates

Select the Task Templates within your selected contract type. In this case The Real Estate Agreement (Lease).

Select the Task Templates in your Contract Type

 

 

 

Step 3 - Add the Task Template 

Click on "Add Task Template"

Add the Task Template

 

 

 

Step 4 - When the form opens select the Subject Template 

Fill in the task template but make sure that you select the Subject Template before you continue. 

Select the Subject Template

 

 

Step 5 - Final step - Complete the form and Save Task Template.

After completing the form your Contract Type will have a new Task. This task is located under the selected Subject.  When you choose this contract type as part of the Contract Meta Data input for a new signed contract in the Contract Management system, the tasks will be generated automatically.

 

Full form of Task Templated data

 

And you're done

 

Task Template overview

 

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