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Contract Stage and Status |
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Download URL: https://s3.amazonaws.com/cmx-downloads/CMxWordSetup.msi |
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How to install the Word Plugin |
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Search for Existing Clauses in the System. |
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Search for existing Contracts in the system. |
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Search for existing Contract templates in the System |
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https://drive.google.com/file/d/1VpirdthME1VcClqgOUYCiGRii0kPXrp8/view |
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(1) Creating a Microsoft Word Template Document. |
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(2) Create Contract Template in CMx with the MS Word document annotated in Step 1. |
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(3) Create Custom Field Form in CMx if there are any custom field values that are required in the generated Contract Word Document. (OPTIONAL STEP) |
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(3) Create a Contract Type and attach the Contract Template and Custom Field Form created in step 1 and 2 above. |
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Approval and Sign notifications: |
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Contract Expire notification: |
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Share Document notification: |
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Milestone Expired notification: |
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Request Creation Successful: |
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New User Invite notification: |
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Sign Request notification: |
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Sign Complete notification: |
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Send Contract to External Review notification: |
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Send notification on complete the Manual signature: |
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Contract Send for Approval notification: |
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Contract Requested Changes notification: |
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Workflow Step approval notification: |
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Task Reminder notification: |
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Report notification: |
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Contract Expiry Email |
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Contract Review Request Email |
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Approval Workflow Step |
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Shared Document Notification Mail |
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Milestone Review Notification Email |
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Contract Sign Request Email |
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Signature Completed Email |
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How to View and Update Company Profile page: |
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Organization Details: |
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Electronic Signature Security |
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How to Change the Password: |
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Export Metadata |
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Export contracts |
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NOTE : When importing Contracting Party using metadata excel, keep only Contracting Party sheet in the metadata excel and remove/delete the Contracts sheet. |
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If this step is not completed, then an error will be displayed in Import pre-validation grid which will prevent the import of contracting parties. |
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Note: The Roles with names "Department" or " External" are dynamic system roles. So these roles are special roles and MUST NOT be directly assigned to any user and their use is limited only in the workflow steps. |
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Example Contract Template Creation Steps |
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Example Custom Field Creation Steps |
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Example Contract Type Create/Update Steps |
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CMx provides Create Amendment feature to quickly clone a document and make edits to any existing document of a Contract Record. With this feature , user is able to identify the last modified contract document and then use the existing document of a contra |
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(1) Click on Create Amendment option for a contract that has more than one document available. |
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(2) Select an existing document in the contract |
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(3) Click on Submit button to generate a new document from existing document and make quick edits and amends. Optionally the file name can be changed to reflect the most accurate name for the amendment that is being made. |
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(4) The newly added/amended document is now part of the contract record and the changes made are automatically saved. |
