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Contract Document Template List empty

Hi All,

When I am trying to create a new Contract, Contract Document Templates are not showing up. Can anybody guide me how to activate the template list while contract creation process?

Thanks,

Saloni

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2 Answers

  • avatar image
    Former Member
    May 24, 2013 at 07:38 PM

    Hi Saloni,

    Usually this is because the Contract Document Template is NOT in an Approved status.  Can you check it and see if it is approved?  If it is not, you should change the status to Approved and then it should show up.  The Clauses and Sections that make up the Template will also have to be in an Approved status.

    Hope this helps,

    Rosemary

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    • Hi,

      Yes, I am able to create Contract from approved template. Problem is list of approved templates is not getting displayed when I am trying to create Contract from Contract Documents Tab.

      PFA screenshot.

      Any idea, why I am facing this issue?

      Thanks,

      Saloni

      CD Template.jpg (146.9 kB)
  • avatar image
    Former Member
    May 28, 2013 at 09:51 PM

    Hi Saloni

    2 things, can you check, if you have the security profile Contract Administrator

    If yes, then from the Access Rights drop down, select ->Document Management->Document Security Templates -> Set it to Allow and login log-off and re-check.

    this happened to me once and I was able to fix it

    Incase you cant change this with your user credentials, use the enterprise user, or someone with system admin rights

    Hope this works

    Cheers

    tridip

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