Agreement, Amendments and Templates Oh My!
Required Fields
Button Shmutton
You Need Guidance
Potpourri
100
Follow this for consistency
What is the Naming Convention
100
My rates are expiring
What is Service Fee End Date
100
What you do when you are ready to create the document
What is Generate
100
This color is used to denote fields in the guide
What is green
100
The platform for Apttus
What is Salesforce.com
200
A template that has not been coded
What is a static template
200
These are required for activiation
What are Reporting Fields
200
Do this when its time to send to the customer
What is Send for Review
200
According to the Guide, this must be done within five days of notice
What is Create an Account for New Business
200
Where source of truth information is stored
What is the Agreement Record
300
The Apttus term for third party paper
What is an Offline Agreement
300
Why am I drafting this document
What is Purpose
300
Doing this after editing in Apttus will avoid rework
What is Save
300
Shading in the Guide designate these
What are Updates
300
What to do if you find something incorrect in Apttus
What is Log an Issue
400
When activating a document you have the option to do this
What is Delete Drafts
400
In the beginning...
What is Agreement Start Date or What is Account Effective Date
400
Select this to get a new view on things
What is Go
400
Quotation marks in the Guide designate these
What are Buttons
400
Where to keep track of your progress
What is the Negotiation Status Field
500
The 'home' for drafts and unsigned documents
What is Notes and Attachments
500
Legally speaking
What is Attorney
500
Selecting this takes you back to square one, and you will not be happy
What is Regenerate
500
According to the Guide, when not to use the amend functionality
What is If the ASA is Unsigned
500
Do this to only see part of the whole
What is Create a View
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