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Note |
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There is a Default Form by the system to be used while uploading contracts in case you haven't created your own Form |
Adding a new from form requires filling out some fields:
- Document Form Name: Give this Form a name
- Type: Specify the Type of Contracts related to the created form.
- Page Titles: You can create as many pages as needed.
Each page can contain many fields, which could be multiple fields
You can include any field (system fields or custom fields
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Additionally, there is now a default value option available to predefine a value for hidden fields within the form.
Moreover, you have the option to add a collaborator ) in addition to collaborator field when configuring contract forms.
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So, choose the fields you want, give them a display name, add a description when needed, and specify the required fields and the ones you wish to show or hide from the form as well.
Note |
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For the hidden fields, you must predefine the default value. |
Repeat the process for all the pages. Then save your changes.
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