Contract Management templates

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

Select Application Administration > Supply Management > Contracts > Contracts > Contract Classifications.

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 Application Administration > Shared > Document Management > Sample Document Templates > Contract Application Administration > Shared > Document Management > IDM Templates > Contract > 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 Application Administration > Shared > Document Management > Sample Document Templates > Contract Application Administration > Shared > Document Management > 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 Application Administration > Shared > Document Management > Sample Document Templates > Contract Application Administration > Shared > Document Management > IDM Templates > Contract
  • Contract Classification:

    Contract Classification > Classification Detail tab Contract

  • Subclassification:

    Contract Classification > Subclassifications > Subclassification Detail tab

  • Contract Level:

    Contract Record > Contract tab