A contract template typically moves through a variety of states throughout its life
cycle, from initial drafting to active management and eventually to template
expiry.
A contract template status indicates where the template is in its life cycle, and it also
determines what actions and operations are permitted for the template.
Note: Contract template statuses are predefined.
The following table describes the available contract
statuses and lists the permitted actions for each status.
Status
Description
Available Actions and Resulting Action and Statuses
Draft
The initial status of a contract template
Duplicate
Resulting
action and status: Creates a new contract template in Draft status
that you can edit.
Edit
Resulting
action and status: Enables you to save changes to the template and
maintains its Draft status.
Create New Version
Resulting action and status: Creates a new version of
the template in Draft status that you can edit.
Activate
Resulting
action and status: Changes the status of the template to Active and
makes it available for use in creating contracts.
Delete
Resulting
action and status: Removes the contract template from display.
Preview
Resulting
action and status: Opens a PDF version of the template.
Active
The status that a contract template changes to when
you activate the draft template
Duplicate
Resulting
action and status: Creates a new template in Draft status. The original
template stays in its Active status and is available for use in creating
contracts.
Create Revision
Resulting action and status: Creates a new version in Draft status
that you can edit. The original template, although it is still in
Active status, is unavailable for use in creating contracts.
Create Contract from Template
Resulting action and status: Creates a new contract
in Draft status for which you can choose the items you want copied
over before you make further edits to the new contract.
Preview
Resulting
action and status: Opens a PDF version of the template.
Expired
The status that a contract template changes to when
its expiration date is reached
Duplicate
Resulting
action and status: Creates a new template in Draft status and leaves
the original template in its Expired status.
Create Revision
Resulting action and status: Creates a new version in Draft status
and leaves the original template in its Expired status.
Note: When a contract template is in Draft or Active status and the contract template
expiration date is reached, the application automatically changes the contract template
status to Expired. When a new version of a template is created, you can see the earlier
versions only in the History tab. If you want to disable or prevent someone else from
using the templates that are in an Active Status, you must create a new version in Draft
status that you can edit. Next, click the template in draft status, enter a past date as
the end date, and then click Save and Close. The active template will be unavailable for
use in creating contracts, and the draft template will be in Expired Status.
The following figure shows the flow of a contract
template.
