The template settings and party database incorporate a list of entity types. This list can be expanded and translations may be added for the various user-interface languages. The correct translations will be automatically loaded when selecting a different language from the top of the Weagree Wizard.

1. Open a template in the Template Creation Tool. Ensure that the advanced-functionalities button in the top-right corner is switched on.

2. Click Organise (or translate) the entity types of contracting parties.

kb contract lifecycle management ca organise entity types 1 e1685014990569 entity types

3. To add an entity type, first click Add new entity type. A new pop-up will appear.

a. Insert a code for the entity type. This code will be stored in the database, but will not be visible for end users.
b. Tick Is an individual? if the entity type concerns a person.
c. Click Save.

4. To edit an entity type, first click Edit entity type. A new pop-up will appear.

a. Edit the entity type code or (un)tick Is an individual? if necessary.
b. Click Edit translation for the language requiring a (different) translation.
c. Insert the translation in the new pop-up Edit translation.
d. Click Save to close Edit translation and then Save again to close Edit entity type.

Note: which languages you may choose from is determined by the internationality settings. These are explained here.

kb contract lifecycle management ca organise entity types 2 entity types

kb contract lifecycle management ca organise entity types 3 entity types    kb contract lifecycle management ca organise entity types 4 entity types

kb contract lifecycle management ca organise entity types 5 entity types