Build a terms and conditions document within a contract

After adding one or more terms and conditions records to a contract, you can build a terms and conditions document within the contract.

Before you begin

Role required: contract_manager or admin

About this task

The terms and conditions records are added in the sequence specified in the Order field.

Procedure

  1. Navigate to Contract Management > Contract > All.
  2. Select a contract.
  3. Ensure that one or more terms and conditions records have been added to the Terms and Conditions section.
  4. In Related Links, click Build Terms and Conditions.
    All records from the Terms and Conditions related list are added to the Terms and Conditions section of the contract record.
    Figure 1. Build terms and conditions controls
    Build terms conditions
  5. Click Update.