A seamless transition from contract creation to contract lifecycle management is made possible by linking a CLM contract sheet to a contract-automation template. When moving a contract created in Weagree to the CLM, any answers provided in the questionnaire can automatically be inserted into fields of the managed-contract sheet. Multiple contract templates may be linked to a single contract sheet.
1. On the Linked templates subtab, click Add a template.
2. Select the desired template from the list that appears.
When a template link is established, fields for the contract sheet can be automatically created based on and themselves linked to the template’s questions to enable the automatic transfer of data from the questionnaire to the managed contract.
3. By default, all questions in the template are listed except those already linked to fields used in this contract sheet. You may filter out different types of questions by (un)ticking the applicable checkboxes.
4. Tick the checkbox next to a question to add it as a contract field. You may select any or all of them (by ticking the top checkbox). Note that you will be able to return to this screen at any time (see also below) and select additional questions.
Note: the questions will be listed in their order of appearance in the template.
5. The Contract field(s) column lists the names of any existing contract fields linked to the various questions. This may be the case if a field was previously created for this contract sheet, but then removed without being deleted altogether. Another possibility is that the same template is or was previously linked to another contract sheet. You are free to (re)add an existing contract field to the contract sheet, even if it is also used in another contract sheet.
6. Hover the mouse over an information icon to see the full question.
7. Click OK to confirm your selection.
Note: for further information on using contract fields in your contract sheet, click here.
The added template will appear on the Linked templates subtab. You may link additional templates if you wish, or manage the existing links.
8. To select more questions, click the magnifier icon next to the applicable template name.
9. To unlink a template from the contract sheet, click the minus sign.
Any questions selected in the above manner will appear on the Mappings subtab of the Unallocated item on the left. An actual contract field is only created when a question is allocated to a building block or one of the default contract sheet items (Parties, Repository or Persons and teams involved). Furthermore, even if a contract field actually already exists – which may be the case for global questions also used in another template, or for templates also linked in another template – it will not be visible in the end-user’s managed contract unless it has been allocated to a building block or default contract sheet item. For further information, click here.
