Generating contract redline documents

  1. Select Contracts > Contracts.
  2. Open or create a contract record.
  3. 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.
  4. 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.
  5. To modify the generated document, perform these steps:
    1. Ensure that the Track Changes tool is enabled in Word before modifying the document.
    2. 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.

    3. Release the contract.
      When a contract is released, the document goes through the approval process in Infor Process Automation.
  6. To view the related information of the contract, open the Related Information context widget.

    See the Context Widgets User Guide.