Mass Contract Versions

Mass Contract Versions allow you to create contract versions for multiple contracts at once, reducing the time needed to make bulk contract updates. Only active contracts that do not already have a draft contract version can be included in the job.

To create a mass contract version job:

  1. Click Main Menu > Mass Operations > Mass Contract Versions.
  2. Click New Mass Version.
  3. Enter a Name for the job.
  4. Select one or more profiles from the Profiles section.
  5. Click Save.

To execute a mass contract version job:

  1. On the General Information page in the job, you can see the list of contracts included in the job.
  2. Verify that the contracts included are correct, then click Save.
  3. Once the job is saved, click Review.
  4. On the Version Information page, you can modify the Activity Type, Activity Code, Name, and Description columns for each contract.
  5. Once all the information for the contracts is entered, click Generate.
  6. The Results page lists the results of the job, including any failed version creations. Click on the link in the results table to open the new contract version.

See also:  

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