Add and configure contract request functionality into your workspace

As contract administrator, configure your workspace to use the Contract Management Pro functionality.

• Configure non-task tables for contract templates
  Add non-task tables in the script of an extension point implementation so you can select them while creating contract templates. A non-task table does not extend task tables, and stores records, reference data, or configuration information used across the platform.
• Add a workspace action button for initiating a contract request
  Define an action button in your workspace and map it to the built-in action that initiates a contract request.
• Add Contract requests tab to the contract request record
  As an administrator, add the ability to access contract request details to your form by adding the Contract requests tab.
• Add amendment tabs to contract repository record
  To view the details of the contract amendment, add the amendment related tabs to the contract repository record.
• Add Contract documents tab to the contract repository record
  Enable display of contract documents in a contract repository record by adding the Contract documents tab to it.
• Copy fields from parent request to contract request
  Configure the ContractManagementExt extension point to automatically copy required fields from the parent record to the contract request when it is initiated.
• Group contract documents by contract type in a contract request
  As an administrator, group the contract documents by contract type in a contract request.
• Add access to obligation management from contract repository records
  As an administrator, add the Obligations tab in contract repository records to manage contract obligations.
• Configure the contract request form header for your workspace
  As an administrator, configure the header of the contract request form for your workspace.
• Assign a role for configuring template mappings
  Enable a contract user to configure information placed in the contract document by assigning a contract configurator role.
• Enable contract request fields in condition builders
  As an administrator, provide access to contract request fields so they can be selected in condition builders.
• Configuring the Playbook tab on contract repository records
  Configure the visibility of the Playbook tab on contract repository records so contract managers can review and act on AI‑extracted metadata and obligations.

Parent Topic:Configuring Contract Management Pro