Contract templates - Contract Management
Contracts are always created in Onventis on the basis of contract templates.
Contract templates define exactly how a contract is structured in terms of content, that is, which fields or attributes are to be filled in when a contract is created.
Create new contract templates
Click New Contract Template in the toolbar to begin creating a new contract template.
In the dialog that appears, enter the name of the contract template and confirm with OK to create the template.
The new contract template is created immediately with a default set of fields (name, status).
The chapter Creating Fields and Ranges explains the types of fields available in contracts and how to create them.
Editing contract templates
Click an entry in the list of contract templates to open the corresponding contract template.
The list of contract templates displays only those contract templates that were either created by you or for which you have explicit read or write access (see Access to Contract Templates and Contracts).
The contract template can now be edited, provided you are the creator of the contract template or have been explicitly given write access to it.
Changes to existing contract templates only ever affect new contracts to be created. Existing contracts that were created on the basis of an older variant of the contract template are not changed by this. |
Copying contract templates
Contract templates can be copied to quickly create and then customize similar templates.
To copy a contract template, click the Copy button in the contract template toolbar.
To copy contract templates, you need the permissions to create contract templates (see Accessing Contract Templates and Contracts). |
Deleting Contract Templates
To delete a contract template, first go to the menu item Contracts & Documents > Contract Management > Contract Templates.
Open the contract template you want to delete by clicking the corresponding entry in the list.
Click on the Delete action in the toolbar and confirm the following dialog again with Delete.
Deleting contract templates requires appropriate user authorization and write access to the contract template to be deleted (see Access to Contract Templates and Contracts). |
Deleting a contract template does not delete the contracts that were created based on the contract template.
However, the link between the corresponding contracts and the deleted contract template is lost. If a contract template, on the basis of which many contracts have been created, is no longer to be used in the future, it is recommended to remove the read accesses for this contract template instead of deleting them. |
Create and edit areas
Within contract templates, areas and fields can be created individually in order to structure contracts later in terms of content and to be able to provide them with the required attributes.
Ranges are used to group and structure multiple fields within the contract template.
The name of an area can be assigned individually. Examples are contact persons, dates and deadlines or business partners.
Adding areas
To add a new area to a contract template, click Add Area in the toolbar, enter an area name in the following dialog and confirm with OK.
The new area is automatically added at the lowest position.
The General section is automatically created when a new contract template is created and cannot be removed. However, it is possible to rename or move the area. |
Moving areas
The position of areas in a contract template can be moved individually.
To move a range, click and hold the arrow icon at the top right of the range tile and drag the range to the desired position.
During the moving process, other areas are automatically collapsed to simplify positioning.
Fields that are already contained in the area to be moved are also moved together with the area.
Editing areas
To change the name of an area, click the pencil icon at the top right of the area tile.
In the following dialog the area name can be changed.
