To ensure the Contract form is available to buyers, Community Administrators must:
Go to the Administration module > Modules > Contracts > Contract Types tab > select +Add Contract Type. Once completed, a pop-up box will appear > in the Name field, add contract type name > select the dropdown in the Form field, to choose the desired form. Communities can also add a drafting workflow and/or make documents visible.
You can read below to find out more information on Contract Form or watch this short video:
If a Contract form has been configured in the community settings, buyers (with Create Contracts role) will view the form once the following is completed:
Go to the Contracts module > click Create Contract > on the Leadsheet tab > If in Contract Type field, the user selects an option associated with the customized form. The Contract form will populate under the Contract Form header to insert/attach applicable information.
Note: To create a form to configure a Contract form, please refer to help article: Create Community Forms |