Non-IDM to IDM contract

You can switch from a non-IDM to an IDM Contract Classification or Subclassification but you cannot do vice versa.

For contract records with a Contract Classification or Subclassification of Approvals with Redlining on Document that were switched from non-IDM to IDM, you can perform these actions:

  • Select Create IDM Redline Document during Negotiation, Addendum and Amendment states.
  • Select Create Contract Document during Amendment and Addendum states.
This table describes the menus where you can view the previously generated and uploaded RTF documents:
Menu Description Navigation
Contract RTF Document History List of previously generated Contract Documents in RTF format Contract record > Drill Around > Contract RTF Document History
Redline RTF Document History List of previously uploaded Redline Documents Contract record > Drill Around > Redline RTF Document History
Addendum RTF Document History List of previously generated Addendum Documents in RTF format Contract record > Contract Versions > Contract Version record > Drill Around > Addendum RTF Document History