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Vlocity Contract Lifecycle Management

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Use General Terms in Contracts

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Use General Terms in Contracts

Use general terms in contracts by adding them in one of two ways.

Add new general terms to a contract type. This means all contracts with this contract type inherit the general terms.
Add new general terms to a specific contract. This means that only this contract has these general terms applied to it.

Add new general terms to a contract type:
1. On the Contract Types tab, click the contract type to which you're adding the general terms.
2. Click Add Existing Terms.
3. Select the general terms you want to add, and click Add Terms.
4. View the terms you added in the Contract Terms section.
Add new general terms to a specific contract:
1. In the Contracts tab, open the contract to which you'd like to add a general term.
2. In the Contract Documents section, click Manage Contract Terms.
3. Click Add Existing Terms.
4. Select the general terms you want to add, and click Add Terms.
5. View the newly added terms in the General Terms section.