Generating contract redline documents
- Open or create a contract record.
- Click Create Contract Redline Document and upload a contract document. Optionally, click Create Contract Document to use the assigned template in FSM for the layout.
-
To view the generated contract in the IDM application, select from these
actions:
- On the Contract tab, click Open Contract Document.
- On the Redline Documents tab, click Open Redline Document.
-
To modify the generated document, perform these steps:
- Ensure that the Track Changes tool is enabled in Word before modifying the document.
-
After modifying the document, you can perform these actions:
- Check out
Only the current user can revise the document. Users cannot simultaneously edit the same document.
- Check In
This action applies the changes to the document.
- Discard Check Out
This action disregards the changes to the document.
- Check out
-
Release the contract.
When a contract is released, the document goes through the approval process in Infor Process Automation.
- To view the contract in the related information, open the Context Application.