When do I make a contract terms template as the default for a document type?

Set a contract terms template as the default for a document type when you want that template to be automatically applied to a contract of that type.

You can also apply contract terms templates to contracts using Contract Expert rules. If a Contract Expert rule has a default contract terms template, the application ignores the document type default you set here. However, if the Contract Expert rules you had set picks multiple templates, then the application uses the document type default you set here as a tiebreaker.