Contract Template Actions and Status Changes

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.