Step 3 - Template Properties

Allows you to view and assign a template's properties. The window is divided into three sections: general information (1), classification information (2), available features (3), and technical information (4).

1. The General information section contains the following information:

• Name

• Description

• Language

• Code (unique numerical code assigned to each template)

2. The Classification information section contains the following information:

• Repository

• Taxonomy set and values

3. Available features

• Contract management

• Creation and management of addenda

• Creation and management of amendments

4. The Technical information section contains the following information:

• Creation information (user, date, and time)

• Modification information (user, date, and time)

Steps to follow to assign template properties

From an existing template:

1. Enter a Name (required)

2. Enter a Description (required)

3. Select a Category (optional)

4. Select a Jurisdiction (optional)

5. Click on Create.

From a blank template:

1. Enter a Name (required)

2. Enter a Description (required)

3. Select the drafting Language (required);

4. Select the Taxonomy values (required)

5. Click on Create.