Contract Management templates

Document Management is used in Contract Management to generate output documents.

To use the IDM functionality in a contract classification or in a contract subclassification, select the Use IDM check box. The contract IDM template that is assigned in contract classification or subclassification gets defaulted to the contract record. You can override the contract IDM template at the contract level.

This table shows the location of template to use when setting up IDM templates:


Output document	Sample document template location	Upload IDM template location	Set up IDM template location
Addendum Document	Sample Document Templates For Contract	Contract Document IDM Templates > Addendum	Contract Classification: Contract Classification > Classification Detail tab Contract Subclassification: Contract Classification > Subclassifications > Subclassification Detail tab Contract Level: Contract Record > Contract tab > Contract Version
Contract Document	Sample Document Templates For Contract	Contract Document IDM Templates > Contract	Contract Classification: Contract Classification > Classification Detail tab Contract Subclassification: Contract Classification > Subclassifications > Subclassification Detail tab Contract Level: Contract Record > Contract tab Note: The Update IDM Template action is available if the contract status is Released, Negotiation, Final Approval, or Ready To Activate.
Contract Redline Document	Sample Document Templates For Contract	Contract Document IDM Templates > Contract	Contract Classification: Contract Classification > Classification Detail tab Contract Subclassification: Contract Classification > Subclassifications > Subclassification Detail tab Contract Level: Contract Record > Contract tab