Generate a Draft Agreement

Certain agreement types have agreement templates which you can use to generate the draft agreement.

1. Log in as the agreement owner and generate the first draft of the agreement using a template.

2. From My Inbox on the Dashboard, open the agreement you created.

3. On the agreement workspace, click the Generate Agreement activity (near the bottom of the list of activities).

4. Click the template down arrow and select the template.

5. Click Generate to generate the document.

Note: If an agreement draft already exists, the system will regenerate it and increase the version number.

1. Click OK to close the Generate Agreement window.

2. At the top of the agreement workspace, click the agreement link to open and view the agreement in Microsoft Word. Notice the system auto populated the agreement template with information from the agreement SmartForm pages.

3. Close the document window and return to the agreement workspace.

4. Confirm you met the success criteria below:

• You can find and open the latest version of the agreement on the workspace.

• The History tab shows the Agreement Generated activity.

• The agreement is still in the Internal Review state.