Objective

Create a contract document with contract data using a document template.

Requirements

You have the right to create a document. At least one contract and one document template must be available.

Step:

1. Click a contract folder in the repository.

2. Click the Create document button on the Contracts tab.

The Select template dialog box appears.

3. Select a document template.

4. Click OK.

The Create new document dialog box appears.

Optional: Change the Name and Manager fields.

The index fields on the Additional information tab are completed automatically.

5. Click Create document.

Result

The document with contract data overview appears and is created in the selected folder.