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Configuration: Adding a subject template to a contract type

 

 

 

Mochadocs - Contract Management - Specific Info V7

Adding a subject template to a contract type.

The adoption of a subject template into a contract is a good strategy in the efforts to standardize and simplify the contract management processes in structuring a less-structured framework for your contract types based on the subject and task templates., The use of this method facilitates the establishment of standardized, sequential and readily repeatable agreements.

 

 

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 - Add Subject template name

Once you've chosen the contract type, such as the Real Estate Agreement (Lease), click on "Add subject template" to initiate the form, allowing you to begin inputting the required subject information.

 

Add subject template in a contract type by using a form

 

 

 

 

Step 3 - Add the Subject Template name

Add a logical subject template name such as "evaluation","Termination and Renewal" or "Maintenance reports". If a tasks will be sent out related to this subjcte, the name of the subject will be part of the -mail notifcation.

Add a Subject Template name

 

 

 

Step 4 - Add the Subject Template description

Add the description related to the Subject Template. If a tasks will be sent out related to this subject, the description of the subject will be part of the -mail notifcation.

 

Subject Template description

 

 

 

 

Step 5 - Final step - Select the default subject owner.

You can select a default subject template owner for this contract taype. This onwer will be the ownerof the subject once a contract hase been added to Contract Management.

 

Select the feault subject template owner in the contract type

And you're done

Contract type subject template overview

 

 

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