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Re: Export & import contract terms (CR) when using Contract Workspace (CW) too

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Hi Lou,

 

You can export the contract terms from the existing contract by following the below steps. Please note, the user needs to be the project owner for the contract workspace.

 

-Go to the particular contract.

-Click on Actions and Full view in the overview

-Click on the Documents tab

-If the terms is already created. Then, you will have to click on the terms and then click on Export to excel. Once this is done, you can edit the excel document and then import the excel again using Import from excel.

 

If the terms is not created. This can be created by clicking on the Actions button under the Documents tab. where you will see the Contract terms option and follow the steps accordingly. Once completed all the steps, you can publish the contract.

 

Hope this helps.

 

Regards,

Nadeem Ahmed


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