Edit Contract Type Details
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type that you want to edit the details in. The Contract Type Details panel on the right will display the details.
- Click Edit next to a field, change the value, then click Update to edit the detail.
Disable a Contract Type
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type in the Published state that you want to disable.
- Click More at the top-right corner of the contract type details page.
- Choose Disable.
The contract type will be disabled.
Tip:
You can also disable a contract type from contract types list page. To do so:
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click More next to the name of the contract type that you want to disable.
- Choose Disable.
Note:
- After you disable a contract type, it will not be displayed in the list of contract types at the time of contract creation until re-enabled.
- Contract types that are in the Draft state cannot be disabled.
Enable a Contract Type
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type in the Disabled state that you want to enable.
- Click More at the top-right corner of the contract type details page.
- Choose Enable.
The contract type will be published.
Tip:
You can also enable a contract type from contract types list page. To do so:
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click More next to the name of the contract type that you want to enable.
- Choose Enable.
Unpublish a Contract Type
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type in the Published state that you want to unpublish.
- Click More at the top-right corner of the contract type details page.
- Choose Unpublish.
The contract type will move to the Draft state.
Note:
- When a contract type is unpublished, admins can edit the contract type template and the details. However, members cannot create new contracts with the contract type.
- When a contract type is disabled, admins will neither be able to edit the contract type template and details nor create new contracts with the contract type.
Associate an Approval Workflow with a Contract Type
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type with which you want to associate the approval workflow.
- Click Edit under Approval Workflow in the Contract Type Details panel on the right.
- Choose the approval workflow from the picklist field, and then click Update.
Note: Suppose the contract type had a different approval workflow before you edited and associated the new workflow. In that case, contracts with this contract type in the pending approval state will follow the old workflow until they complete the current approval cycle. Print a Contract Type
Select the Admin tab at the top of the page.
Select Contract Types from the left panel.
Click to open the contract type you want to print.
Click More at the top-right corner of the contract type details page.
Choose Print Template.
Download a Contract Type
Select the Admin tab at the top of the page.
Select Contract Types from the left panel.
Click to open the contract type you want to download.
Click More at the top-right corner of the contract type details page.
Choose Download As, then choose the format in which you want to download the contract type.
Tip:
You can also download a contract type directly from the contract types list page. To do so:
Select the Admin tab at the top of the page.
Select Contract Types from the left panel.
Click More next to the name of the contract type that you want to download.
Choose Download As, then choose the format in which you want to download the contract type.
Duplicate a Contract Type
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type that you want to duplicate.
- Click More at the top-right corner of the contract type details page.
- Choose Duplicate.
- Enter the name of the contract type, then click Save.
Note: If you wish to make changes to the duplicated contract type, click Save and Edit after entering the name of the contract type. To learn more, see Building a Contract Type Template. Tip:
You can also duplicate a contract type directly from the contract types list page. To do so:
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click More next to the name of the contract type that you want to duplicate.
- Choose Duplicate.
- Enter the name of the contract type, then click Save.
Delete a Contract Type
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click to open the contract type that you want to delete.
- Click More at the top-right corner of the contract type details page.
- Choose Delete.
Tip:
You can also delete a contract type from contract types list page. To do so:
- Select the Admin tab at the top of the page.
- Select Contract Types from the left panel.
- Click More next to the name of the contract type that you want to delete.
- Choose Delete.