Add supporting document widget in own-paper record producer

Add the supporting document widget to a record producer to enable uploading of supporting documents.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Legal Administration > Legal Catalog > Record Producers.

2. Select the own-paper record producer (Example: Non-disclosure Agreement) for which you want to add the supporting document widget.

3. Configure the variable set.

   1. Navigate to Variable Set related list.

2.  Select **Edit**.

3.  Add the widget by moving **Upload Contract Documents** and **Upload documents optional interaction** from the Collection to the Variable set list.

4.  Select **Save**.

1. Configure variables for Upload documents optional interaction variable set.

1.  Select **Upload documents optional interaction** from the variable set related list.

2.  Select **Variables** related list.

3.  Set the value for **internal\_type\_of\_paper** to own\_paper and for **internal\_contract\_type** give sys\_id of the contract type associated with the record.

    To get sys\_id, go to contract type record, select and hold \(or right-click\) on the header and select **Copy sys\_id** Example: If you’re adding the widget to the Non-disclosure agreement record producer, add the sys\_id of the Non-disclosure agreement contract type.

The supporting document widget is available in the own-paper record producers.

1. Customize the standard ticket page to display the supporting document related list.

   1. Navigate to All > Standard Ticket > Standard Ticket Configuration.

   2. Select the record with table sn_lg_ops_request.

   3. Navigate to Tab configurations related list.

   4. Select Supporting Documents.

   5. In the script, find the following code block.

      answer = gs.nil(contractExecutionGr) ? false : contractExecutionGr.request_type == sn_cm_core.CMConstants.CONTRACT_REQUEST_TYPE.AMENDMENT_REQUEST || contractExecutionGr.contract_configuration.document_type == sn_cm_core.CMConstants.DOCUMENT_TYPE.THIRD_PARTY_CONTRACT;
      

   6. Replace it with the following code block.

      answer = gs.nil(contractExecutionGr) ? false : true
      

   7. Save the tab configuration.

2. Enable the supporting document widget in edit request mode.

   1. Navigate to All > System Definition > Business Rules.

   2. Search for Contract-generation variable change and open the record.

   3. Navigate to Advanced related list.

   4. In the script, find the following code block.

              msg = gs.getMessage("The legal request has been updated, and a new contract document revision will be generated based on the modified values.");
                        gs.addInfoMessage(msg);
                        var externalSigners = JSON.parse(current?.variables?.external_signatory_details + '' || '[]');
                        initiatePayload = {
                            ...initiatePayload,
                            externalSigners: externalSigners
                        };
      

   5. Add the following code block after the located code block.

       contractCoreUtils.createOrUpdateDocumentsFromWidget({
                            ...commonArgs,
                            contractDocuments: current.variables.contract_documents + '',
                        });
      

   6. Save the business rule.

   A supporting document widget is available while editing an own-paper based request.

Parent Topic:Configure Contract Management Pro for Legal Service Delivery