Contract Writer

VIDEO | Contract Writer

If there is a need to create a customized contract document between the contractor, owner or subcontractors, Contract provides Contract writer to aid in the development. This is a legal document, which needs to be signed by all parties and stakeholders.

Create a Contract document

VIDEO | Generate A Contract Document

When you are ready to create a contract document, you can generate it from one or more templates.

Step by Step — Create a contract document

  1. To use a template in a contract, open Contract, and then select the Contracts tab.

  2. Select a contract ID to open a contract.

    A screen shot of a computer Description generated with very high confidence

    • The contract Details opens for the selected contract

  3. From the Actions drop-down menu, select Generate contract document.

    A screenshot of a cell phone Description generated with very high confidence

  4. Select the template type from the submenu. Only template types applicable to the Contract tab you are currently on are enabled.

    • The Contract template page opens for you to select the created contract template
    • The list shows available templates assigned to the contract type
    • The Contract template details sections lets you specify details about your contract document

  5. Move one or more templates from the Available templates column to the Selected templates column.

    Use the up and down arrows to the right of the Selected templates column to change the order of the templates, if needed.

  6. In the Contract template details section, choose one of the following in the Generate document as field:

    • Individual documents to get a separate document for each template you selected.
    • Merged document (PDF only) to merge the templates into a single PDF document.

  7. If you selected Individual documents in the previous step, use the Generate document file type as field to indicate whether to download as a template file type or download as a PDF. If you selected Merged document in the previous step, skip this step.

  8. Use the toggle to indicate whether to save the contract document in the Supporting documents tab. If you choose to save in the Supporting documents tab, add the name of the document. This document name shows in the Title and File/Link columns of the Supporting documents register after the document is generated.

  9. Select the watermark text. If the organization-level settings require a watermark and the end watermark event has not occurred, the Select watermark stamp field is required. If the end watermark event has occurred, the watermark is optional.

  10. Click Next. The Review templates page displays the templates in the order you selected.

    Choose the template you want to review from the Review templates list. The template tags display as fields in the display area. The message, "No general tags found in this template" in the display area can indicate that the table consists of only collection tags. If the Allow users to edit the document during creation toggle in the template details is set to No, the fields on the Review page are disabled.

    The Review templates dialog box lets you edit or add information to the fields that populate the document after it is generated. Any field that is blank is not added to the document, and you cannot add information later.

  11.  Make changes and additions to the contract information. Use the Review templates list to select the next template, and make changes.

  12. After you have reviewed all changes, you can see a preview of your document by clicking the Preview document button. The preview opens in a separate window with the tags filled in. If you used collection tables in any of your templates you can view them in the preview document. The content of the preview varies as follows:

    • If you selected Download as a PDF document when you generated the document, the preview contains all of the templates in the order you specified.

    • If you selected Download as individual documents when you generated the document, the preview contains only the template that was displayed when you clicked Preview document. You can preview other documents by selecting the file from the Review templates list and clicking preview document.

  13. Click Finish. If you created a merged document, Contract writer downloads a PDF that includes all of the templates. If you created individual documents, Contract writer downloads a PDF for the selected template only.

    Changing data in Review contract fields updates the data published in the contract document but does not update the data field in Contract. 

Step by Step — Create a contract document from the register

You can generate a contract document from the Contract, VCO, or Master agreement register without having to open the contract or VCO.

  1. Select one contract, VCO, or master agreement in the register.

  2. Expand the Actions menu, and then click Generate contract document.

The Generate contract wizard opens for you to follow the procedures and generate a contract document.