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Adding Agreement Terms to Agreements

Agreement terms are terms that relate specifically to agreements. There are two ways in which agreement terms can be added to agreements:

• Agreement administrators can create agreement term templates using the Administration - Contracts screen > Term Templates view. See Creating Term Templates for more information. Users can then select these terms and add them to the agreement using the Agreements screen > List > Terms view.
• Users can create terms directly from the Agreements screen > List > Terms view.

When the proposal is generated, these terms are then included as a part of the final document.

To add predefined agreement terms to an agreement

1. Make sure that the appropriate administrator has defined term templates for all the required terms that you need to add to the agreement.
2. Navigate to the Agreements screen > List view.
3. Drill down on the Name field for a selected agreement record.

   The Line Items view appears.

4. Click the Terms view tab.
5. Create a new record.
6. In the Section field, enter the document section number for the term.

   For example, this could be 1.1, 1.2 and so on.

7. Complete the rest of the fields as appropriate.

To create new agreement terms for an agreement

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for a selected agreement record.

   The Line Items view appears.

3. Click the Terms view tab.
4. Click Add and select the appropriate term from the predefined list.