On this tab, you can create one or more ${ContractualDocumentGroup.Plural} and assign ${ContractualDocument.Plural} to groups.

How to create a new ${ContractualDocumentGroup.Name}

  1. In the ${ContractualDocumentGroup.Name} table, mouse over ${Actions} and select ${New} ${ContractualDocumentGroup.Name}.
  2. Enter the details of the new group.

NOTE: The radio button is automatically selected for the newly created ${ContractualDocumentGroup.Name}. To add ${ContractualDocument.Plural} for other groups, select the radio button corresponding to the required ${ContractualDocumentGroup.Name}.

How to create a new ${ContractualDocument.Name}

  1. In the ${ContractualDocument.Name} table, mouse-over ${Actions} and select ${New} ${ContractualDocument.Name}

How to select a new ${ContractualDocument.Name}

  1. Mouse-over ${Actions} and select Select Contractual Documents.
  2. In the Select ${ContractualDocument.Plural} dialog box, select the ${ContractualDocument.Plural} to be grouped by checking the check box against it. Click on ${Save}.

NOTE: The already grouped ${ContractualDocument.Plural} are not available for selection.

To execute the icons in the ${Actions} column refer Generic Features. Click on Move link in the ${Actions} column to move a particular ${ContractualDocument.Name} to another group.

NOTE: You cannot delete a ${ContractualDocument.Name} at the Group level. You can only move it to another group or remove the ${ContractualDocument.Name} from the existing group.

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Pre-requisites: Define Contractual Documents
.