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author's profile photo Former Member
Former Member

Reference Guide is not available while creating new contract

Hi All,

I have requirement to change the description of Contract Document Name in order to show naming guidelines as description.

I am unable to RG button at the top when I am trying to create a contract document from Contract documents tab of agreement, So I am unable to see which field is used for name.

If I am doing changes for Contract document page customization then its displayed in contract document page but not in contract document tab of agreement.

Please help me in changing the description in contract documents collection in Agreement.

Regards,

Prabhat

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 26, 2011 at 10:16 PM

    Hi,

    As you pointed out correctly, RG is not visible in the scenario when you try to UPLOAD a contract document via the Contract Documents tab.

    While you can change the Flyover text of the Description field on the Contract documents UI, you will not be able to change the same for the Description field which shows up when you Upload a Contract document.

    I do see that apart from the Effective and Expiration date fields on that page, none other have any hover text at all.

    You might want to try the Toolbar Customization technique but the caveat with that will be that anywhere the Description field is referenced across the application, the flyover text on that will change.

    Hope others can chime in with their ideas as well.

    Thanks,

    Vikram Shukla

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    • Hi Vikram/Mudit,

      Is it possible to display message on top of Header tab, as when I tried your suggestion, it only is displayed after some field.

      Also, is it possible to display message on Contract Documents Tab? I even want to hide Amendment checkbox from New Contract Document UI. But I am unable to achieve it.

      Please suggest if any idea.

      Thanks,

      Saloni

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