The Templates module serves as a centralized repository for Legal departments to store and manage contract templates used in drafting agreements.
Access and Permissions
To add Templates module to your Pramata Platform:
- Contact your Administrator to enable access through the User Management module.
- Users access is controlled based on assigned Profiles:
- Read Access
- Read & Write Access
Read Access
With Read access to the module, users can:
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View the version history of the template.
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Download the latest version of the template.
Read & Write Access
With Read & Write access, you can fully manage contract templates, such as:
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Adding a new template
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Editing template details
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Deleting a template
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Uploading a new version of a template
Advanced Features for Pre-Signature Legal Admins
Admin users with Pre-signature privileges can take advantage of the ability to manage conditions and mapping. This feature empowers Admins to fine-tune the behavior of their contract templates based on specific conditions, ensuring a tailored approach to template selection and usage.