Setting Up Document Formats and Options

Word Template Name

Select a Microsoft Word template to use in the preview mode for clauses and sections within this SetID. This value controls the default MS Word template that the system uses for all document configurators. The available templates are XML versions of word template files that use the (.dot) extension. The system also uses the template that you select as the default template to populate the Word Template field when you add a document configurator. You use the default template for clause and section previews, when you initially generate the document generation, and when you preview the configurator structure.

The templates that are available to choose from are those that have been uploaded from Microsoft Word template folders. To add more templates, use the Define Document Templates and Styles Page.

Allow Check-In as Same Version

Select to indicate that you want to enable a document to be checked in as the same version that it was when it was checked out. When this check box is selected, you can leave the document at the same version instead of having the system check it in as an incremental version.

This option is also available when you refresh or re-create a document. Use caution when using this function because if you do not increment the version number during check in, the system overwrites previous files (file pointers in history) that used the same version number with this new file.

For history and tracking purposes, you change the version of a document for actions that can affect the contents. However, if you select this check box, the system provides access to only the latest version of the document on the Document History Page.

Amendment Creation Default

Select an option that determines the default setting when you create and update amendments. The system uses this value to process amendments when you are using the Document Management Page. You can always override this value when creating the first amendment of a specific document.

Options include:

• Amend Contract Only: Select to process amendments within the original document and not use a separate amendment file. If you select this option, the system leaves the last processed version in place and creates a new version of the same document that you can edit as an amended contract.

• Amend Contracts with Amendments: Select to amend the original document, and to create a separate amendment document that is specific for the amendment number. If you select this option, the system creates and maintains two files to check in and check out

  • The first file is for the last processed document and the second file is for changes made to the amendment specifically.

  • The second amendment file is generated by the system, and you must specify an amendment document configurator for its initial content.

  Note: Use this option if you want to maintain only amendment-related changes in a new version of the originally processed contract.

• Amendment Files Only: Select to generate the amendment as a separate document for each version of the amendment. This leaves the last original document as is. This option is similar to Amend Contracts with Amendments except that it requires you to only maintain a separate amendment file that only describes the changes to the original contract. Use this option if you do not intend to maintain online amendment-related changes in a new version of the originally processed contract.

See Setting Up System Values for Amendments.

Numbered Title Style

Select a paragraph style to use with a Numbered Title style. The system uses this style, followed by the style entered in the Body Style under Numbered Title field to determine how numbered clauses and sections appear. The system applies this paragraph style when a clause or section is part of a title and when the Numbered check box is selected on the Clause Definition Page or Section Definition Page. The paragraph style, within Microsoft Word, must be associated with a custom outline-level numbering scheme, to achieve the numbering format that you want when an authored contract is generated.

This example illustrates the PeopleSoft Numbered Title style using PSNumHeading.

1.	Introduction, level one title
		Introduction text with multiple lines.

		1.1	Level two title
			  This is text under level 2 title

		1.2	Another level two title
			  This is text under level 2 title

2.	Another level one title
		Text for second level one title

Body Style Under Numbered Title

Select a style that determines how text should appear in documents when that text follows numbered titles. The system uses this paragraph style with the style in the Numbered Title Style field when the system generates and indents a document . The indented title and body aligns through the paragraph style in Microsoft Word.

In Microsoft Word, this paragraph style is typically associated with a blank Customized Outline Number List. This paragraph style also has Number and Text positions within the Level, in Microsoft Word. Therefore, when clauses and sections are indented, the body is generated correctly, depending on the outline position of the clause and section in the document configurator.

Unnumbered Title Style

Select a paragraph style to use with Unnumbered Title styles. The system uses this style followed by the style entered in the Body Style under Unnumbered Title field to determine how unnumbered clauses and sections appear. The system applies this paragraph style when a clause or section is part of a title and when the Numbered check box is not selected on the Clause Definition Page or the Section Definition Page. This style applies to all unnumbered clause and section titles within the document regardless of the outline level.

This example illustrates the Unnumbered Title style.

Introduction, level one title
Introduction text with multiple lines.

		Level two title
		This is text under level 2 title

		Another level two title
		This is text under level 2 title

Another level one title
Text for second level one title

Body Style Under Unnumbered Title

Select a style that determines how text should appear in documents when that text follows unnumbered titles. The system uses this paragraph style with the style in the Unnumbered Title Style field when the system generates and indents a document. The indented title and body aligns through the paragraph style in Microsoft Word.

In Microsoft Word, this paragraph style is typically associated with a blank Customized Outline Number List . This paragraph style also has number and text positions within the level in Microsoft Word. Therefore, when clauses or sections are indented, the body is generated correctly, depending on the outline position of the document configurator and its content.

Numbered Body Style

Select a paragraph style to use with a numbered body style if you want to create numbered text within normal body paragraphs. This value is used when you have not defined this text as a title within a clause or section definition. The system applies this paragraph style when it includes a clause or section without a title and when the Numbered check box is selected. This example illustrates the Numbered body style.

1.	Offers can be mailed or hand-delivered, but must be
 physically received by the terms specified. A supplier that
 submits an offer by mail should allow sufficient mail
 handling time.

2.	No extension of time will be granted for submissions by 
mail or any other type of submission. Offers submitted 
by email, facsimile transmission, or any other forms of 
electronic submission are not allowed.