Associate Key Terms and Prompts with Contract Types

The key term and the corresponding prompt must be associated with a contract type for the key terms to be extracted from contracts.

A new Key Terms tab is available in the Manage Contracts Type UI as shown:

In this tab, you can select the key term and the corresponding prompt that you want to use for contracts of a specific type. Only those key terms for which the current date is between the start date and end date will be extracted from the documents.

To associate key terms and prompts with contract types, follow these steps:

1. Navigate to Setup and Maintenance > Manage Contract Types page.
2. Click the Key Terms tab and enter the following details:

   • Key Term

   • Prompt Name

   • Prompt

   • Start Date

   • End Date

3. Click Save and Close.