Manage Document Package Template: Third-Party Paper

Contract Insight’s Document Authoring Module provides functionality to create manage and process template document packages for files and documents that are created and managed by your organization as well as sent to you by your vendors/customers/providers/suppliers/etc.

Defining the Two Types

The files and documents that are created and managed by your organization are termed internal or standard document package templates.

The files and documents that are sent or provided to you by your vendors, customers, providers, suppliers, etc. are termed Third Party Paper document package templates.

The major difference within Document Authoring between Standard and Third-Party Paper document package templates has to do with the setting up and management of attachments/files on the template.

Explaining the Difference

For Standard document package templates, users are creating and managing the documents so they can provide the documents on the template with the mergeable placeholders and reuse as needed (generating the document package template onto your records and merging in the content). This is called Standard because this is the standard functionality within Document Authoring.

However, the same standard process cannot be used when the documents are being sent to you by a vendor, customer, provider, supplier, etc. This is because the documents being sent to you are in fact being managed by the third party. This is where Third Party Paper document package templates come in.

For Third Party Paper document package templates, we are thus relegated to only setting up a template with Rules & Conditions as well as Electronic Approval Groups and Electronic Signature Groups.

The menu links are only a subset of items as compared to the menu for Standard document package templates. Since we are only setting up conditions, approval groups and signature groups in our Third-Party Paper document package templates, this means that all of the content for these document packages will be provided after the template is generated onto our record.

After a Third-Party Paper document package template is generated onto a record (for example, a Contract Record), files and attachments can be uploaded to the generated document package. This is when we can add in the documents and files provided by your vendor, customer, supplier, provider, etc. Once the necessary documents and files have been uploaded, the processing of approvals and/or signatures can continue on as they normally would within a Standard generated document package.

Notes: 

• Any type of file can be uploaded and used from your third party be it word, excel, pdf, etc.
• The processing of approvals and signatures can also include contacts from your third party provided they are assigned to the record you generated the template from.