Template settings subtab
Template settings let you configure characteristics for each template type at the organization level. The Template settings subtab (Settings > Change templates > Template settings) contains controls for editing, watermark stamps, and PDF output.
|
Item number |
Name |
Definition |
|---|---|---|
|
1 |
Allow users to edit the document during generation | Indicates whether users can edit the contract document when it is in the review stage. When set to Yes, a user can edit the contract document from the Review templates dialog box. When set to No, the contract document cannot be edited from the dialog box, and the user must edit contract information in Contract. |
|
2 |
Require a watermark stamp upon document generation | Indicates whether to apply a watermark stamp when the document is generated. When set to Yes the watermark is applied to the document, but is removed after the document has been approved. You can configure the watermark text and settings in the Watermark stamp section of this page. When set to No, the contract document does not have a watermark. |
|
3 |
Output as PDF only | Indicates whether you can only generate a PDF when you create a contract document. When set to Yes, you cannot generate a Microsoft Word or Excel document or make changes to the contract files individually. |
| 4 | End watermark requirement event |
Indicates the change order approval event that must occur before the watermark stamp is no longer required for this template type. For example, if you set the End watermark event field to CCO approval, the watermark is no longer required after the CCO is approved. You can also indicate that the watermark stamp is always required regardless of the change order approval event. The watermark is removed from the generated document when the document is approved. This field is enabled only when the Require watermark stamp upon document generation toggle is set to Yes. |
Because a change document might have templates defined at the issue, PCO, and CCO levels, Change uses the following conditions to determine which setting has precedence when there is a difference in settings:
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If the Allow users to edit the document during generation toggle is set to No for any of the templates, Change gives precedence to that setting, and no editing is allowed for any template.
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If the Require watermark stamp upon document generation toggle is set to Yes for any of the templates, Change gives precedence to that setting, and a watermark is required for all templates.
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If the Output as PDF only toggle is set to Yes for any of the templates, Change gives precedence to that setting, and only PDF output is available for all templates.
The Watermark stamp section lets you define watermark text and layout for the Select watermark stamp drop-down list in the Change writer. You can define the text for all languages used in your templates. The language of the watermark matches the language of the template.
The watermark requirement events that are available vary by template type. The options are as follows:
| Template type | Available end watermark events |
|---|---|
| Issue | Always required |
| PCO |
Always required PCO approval |
| CCO |
Always required CCO approval CCO execution |
| Other | Always required |