Create standard obligation templates for consistent use across multiple contracts, streamlining your contract management process. Standard templates ensure consistency across contracts while saving time on repetitive obligation creation. You can maintain standardised compliance requirements whilst still having the flexibility to customise individual obligations as needed.
Creating Obligation Templates
Navigate to Settings > Manage master data > Obligation templates and select "Create obligation template". Complete the following fields:
- Title
- Description (optional)
- Recurrence frequency
- Notification reminders
- ID (optional)
- Compliance areas
- Subtasks (optional)
Click "Create" to save your template.
The template can now be seen in the list of obligation templates:
Adding Templates to Contracts
To apply a template to a contract open the contract you want to add the obligation to and open the obligation tab.
In the list click the button "Add from template". Select your desired template from the dialogue and click "Next". Complete the creation flow and click "Add".
The obligation will now be added to your contract with all predefined settings from the template.