1 Reply Latest reply on Mar 13, 2014 9:12 AM by Ken Rosehart

    In easy words what is the main difference between a Contract Workspace and a Contract Template?

    ecalle Expert

      Hi,

       

      I'd like to understand the main difference between a Contract Workspace and a Contract Template? When to use one versus the other? What are the main differences in terms of features?

       

      Thank you.


      Eva.

        • Re: In easy words what is the main difference between a Contract Workspace and a Contract Template?
          Ken Rosehart Expert

          Hello Eva,

           

          Contract templates are used to create Contract Workspaces.  Contract Workspaces contain contract creation information such as tasks, documents, header information, and  team members.  The specific information and how it appears in the workspace is determined by a contract template.   Conditions can be set on contract templates that allow template designers to best model business processes.

           

          A template must be created before a contract workspace can be created.  In others words, to create a contract workspace, a user must select a contract template to use.

           

          Cheers

          Ken