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Configuring a contract type

Note

This option pertains to the Hyperproof TPRM product line.

Use the contract type configuration window to add new sections or add, edit, delete, resize, and rearrange questions within an existing section. When a contract type is configured, you can use it on the Vendor details page. See Catalog - Vendor details.

  1. From the menu, select Settings.

  2. Select Contracts & Documents.

  3. From the left menu, select Contract types.

    A list of contract types displays.

  4. Select the contract type you want to edit from the list of contract types.

    When adding a contract type, the category you select automatically associates a default set of sections and questions within that contract type.

Contract type sidebar functions

  • The sidebar displays all sections associated with the contract type.

  • Use the drag-and-drop functionality to rearrange sections in the sidebar.

  • Click the Add Section button to add new sections to the contract type. For each new section, enter the following:

    • Enter the section name.

    • Click the checkmark to save the new section.

  • Click the dropdown arrow in the Add section button to import sections from another contract type.

Adding questions to a contract type

Each section in a contract type includes an Add Component button to add new questions.

  1. Click Add Component in the section where you want to add a question.

    The Fields panel displays.

  2. To configure your own fields, select the Build Field tab.

    1. Select a field from the Build Field tab.

      The Confgure Field panel displays.

    2. In the Title field, enter a name for the field.

    3. In the Field Description field, enter a description. This field is optional.

    4. Complete the configuration fields that are specific to the field you selected.

    5. Click Save.

  3. To choose an existing field, select Choose existing.

    • Select a field from the list.

      The field is added to the section.

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