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.

    You can only run Create Contract Redline Document if the contract is in a Draft status. After the initial redline document is generated, the Update Redline Document action is available.

    If you run Create Contract Document, the system generates the initial redline document using the assigned FSM template. This table shows check marks for the contract statuses in which the Create Contract Document action is available.

    Contract status Action availability
    Draft ✓
    Amendment ✓
    Addendum ✓
    Released ✓
    Ready to Activate ✓
    Active X
    Final Approval X
    Inactive X

    For contract redline document versioning, see Document versioning.

  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.