Create document template categories

As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.

Before you begin

Role required: sn_cm_core.contract_config

Procedure

1. Navigate to All > Document Templates > Document Template Categories.

2. In the Name field, enter the name for the category.

3. Select Active to make the category active.

1. Select Submit to save the category.

Result

The document template category is activated and can be associated with a document template.