Verify Correct Settings in the Default Contract Type for HINS Winter '23

You probably have these settings already available, but verify that the default contract type have the correct settings using this procedure.

1. From the Contract Types tab, select Default.
2. Click the Related tab.
3. Make sure the following Contract Type Settings are available. If not, add them by clicking New Contract Type Setting.

   • AppendZeroToEmbeddedSectionAutoNumber

   • AutoGenerateDocFileType

   • AutoGenerateDocOnContractCreation

   • AutoGenerateDocOnContractUpdate

   • ContractDocumentAttachOption

   • ContractDocumentDownloadOption

   • ContractSignatureDeclinedStatus

   • ContractSignatureExpiredStatus

   • ContractSignatureVoidedStatus

   • ContractSignedStatus

   • CreateDocumentSectionsforDocxTemplates

   • CreateNewVersionOnContractUpdate

   • DeepCopyAttachmenForContractDocument

   • DocumentFileNameFormat

   • DocuSignAccountBrand

   • DocuSignExpireAfter

   • DocuSignExpireEnabled

   • DocuSignExpireWarn

   • DocuSignReminderDelay

   • DocuSignReminderEnabled

   • DocuSignReminderFrequency

   • DocuSignUseAccountDefaultNotification

   • IncludeWordTrackChangesinReconciliation

   • IncludeWordTrackChangesinSectionContent

   • NotifyDocTemplateVersionChangeToStatuses

   • WordDocxTemplateName

   • WordTrackChangesDisplayColor

4. Edit the ContractSignedStatus Setting setting to Signed.
5. Edit the ContractSignatureDeclinedStatus setting to Signature Declined.
6. Edit the DocumentFileNameFormat setting with your own customized values for naming contract document files.

   Document File Name Format Setting example:

   Feature Name DocumentFileNameFormat

   Setup Value {0}_{1}

   Contract Type Default

   Setup Value Parameters ContractId__r.ContractNumber,Name