Setting Up System Values for Amendments
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CS_CONFIG |
Select an default value when amending documents. |
|
|
CS_CONFIG |
Define user preferences for document authorizations. Document authorizations for processing two file formal amendments or a single file amendment are the same as for processing documents. They use the same settings and options. |
|
|
CS_TMPL_TBL |
Define amendment configurators. |
Use the Document Configurator Definition page (CS_TMPL_TBL) to define amendment configurators.
Navigation:
Use this page to indicate that a document configurator is intended for use with an amendment file. When you amend contracts with formal amendment files, the system requires an amendment configurator ID. Use the Use for Amendments only check box to associate a configurator to be used for creating amendment files. When you select this check box, the system makes this configurator available in the list of amendment configurators when creating amendments.
Also, make sure that you update the Availability Status field to Available after you complete the amendment contents.
When you create a formal amendment, you can use the amendment configurator to design the amendment contents. For example, you can create an amendment introduction section, develop clauses to include in the amendment, and include binds and rules as you would in the original document.
Note: You cannot include contract wizards in amendment configurators. This option is disabled when you select the Use for Amendments only check box.