Enabling IDM in Contract Management
- Select .
- On the Contracts pane, click Contract Classifications.
- Open a record.
- Select the Use IDM check box.
- To set a default IDM template for generating IDM documents, select the Classification Detail tab.
- In the Contract Defaults section, specify this information:
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Document Template
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Select a template for your contract document or contract redline document.
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Addendum Template
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Select a template for your contract addendum document.
- Click Save.