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Revision as of 11:55, 13 April 2016
With ICM, you can edit a contract type at any state. For example, you can edit a contract type that is published. However, you have to approve the contract type again.
If you edit a contract type in the Approved state, and Update the same, the status of the contract type changes to Draft.
Then the contract type needs to go through an approval process in order to achieve an Approved state.
To edit a contract type:
1. In the Contract Type list, click File:View.jpeg to view the contract type that you want to edit. The contract summary page appears.
2. Click Edit. The Edit Contract Type wizard appears.
| Note: You can edit only those contract types with the status as Draft and Approved. |
3. The Edit Contract Type page consists of six tabs:
- Details
- Attributes
- Associations
- Display Preference
- Team
- Verify
- Details
On the Details tab, edit the contract type information and make appropriate changes, and click Next. The Attributes tab appears.
| Note: On the Details tab, you can edit all the fields except the Contract Type Name and Contract Type Code fields. |
- Attributes
On the Attributes tab, add or modify appropriate attributes for the contract type, and then click Next. The Association tab appears.
You can edit the following attributes, get approval, and you do not need to publish the Contract Type again.
Details tab
- Allow Third Party Paper
- Allow Clause Assembly
- QR Code
Attributes tab
- Update Attribute
- Attribute Group
- Attribute Group
- Source.
- Source.
- Tracking Attribute
- Tracking Attribute
- Is Unique
- Is Unique
- Defined By Rule
- Defined By Rule
- Is Inherit
- Is Inherit
- Is Conditional and Depends On Attribute.
- Is Conditional and Depends On Attribute.
- Choice values and multi select choice values
- Choice values and multi select choice values
- Is Cascade, Cascade On
- Is Cascade, Cascade On
Association tab
- Update Association
- Allow Inheritance
- Allow Inheritance
Display Preference tab
- Display preference for agreement details view
Team tab
- Team changes
Associated Document
- Allow Document Assembly
- Allow Document Assembly
- Constraint
- Constraint
- Association
On the Associations tab, add and modify an Association for the contract type, and then click Next.
The Display Preference tab appears.
- Display Preference
On the Display Preference tab, select appropriate attributes so that they appear in the Agreement tile view and the Agreement details view.
Click Next. The Team tab appears.
- Team
Click Team to learn how to add team members.
Click Next. The Verify tab appears.
- Verify
On the Verify tab, you can view all the existing information related to the contract type.
Click Previous if you want to go back to the previous tab. Click Update to update the Contract Type.
To learn how to approve a contract type, click Approve a contract type.
Related Topics:
ICM Help
