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Creating contract types

You can classify contracts by contract type. When doing so, you can assign different columns to the contract type.

Creating the term - This is how it works

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration. 

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsContractTypeTerm.

  5. Create a new term by clicking on the term set ecsContractTypeTerm and selecting Create term.

  6. Enter a new name for the term.

  7. Optional: Assign a default label for additional languages by selecting the appropriate language.

  8. Save the new term.

  9. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.

Assigning specific columns to contract types - This is how it works

This step is optional.

Assume that the SharePoint columns have already been created at the main level of the site collection. Please refer to the FAQ in the chapter What column types are supported in d.velop contracts for Microsoft 365?

  1. Open the Site settings.

  2. Open Site content types under Web Designer Galleries. 

  3. Click on Create.

  4. Assign the following properties:

    • Name: Any name.

    • Description: Any description.

    • Select parent content type from: ecsContract.

    • Parent content type: ecsContractContentType.

    • Create this site content type. Select an existing group or create a new group.

    You will be redirected to the administration page of the new site content type.

  5. Add the desired columns.

Enter the site content type in the previously created term in the Term Store Management Tool.

Entering the content type in the Term Store Management Tool - This is how it works

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration.

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsContractTypeTerm.

  5. Select the term created in the step above.

  6. Under Advanced, add the Local custom property with the property name ContentType with the value of the title of the site content type you created in the previous step.

  7. Save the new term.

Add the site content type to the existing contract libraries: 

  1. Open the settings of the document library Contracts0 or ecsContracts0.

  2. Select Add from existing site content types below the Content types.

  3. Select and add the site content type from the available site content types.

  4. Confirm the selection with OK.

    Note

    Repeat this process for all libraries whose name begins with Contracts.

  5. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.