Creating attributes

Attributes available to you depend on the contract level you are at when you add the attribute. If you are adding an attribute at the contract level, the only attributes available to select will be contract type attributes. This means that when you create attributes, think about what kind of data the attribute should hold, and at what level of the contract the attribute should be applied.

Only system administrators can create attributes.

Create an attribute

Use these instructions to create attributes that do not contain libraries (i.e., a selection list).

To create a non-Library data type attribute:

  1. In the main menu header, click Admin > Manage Attributes.

  2. On the Attributes page, on the upper right, click Create New Record.

  3. On the Create New Attribute page, in the Attribute Name field, type a name for the attribute.
  4. In the Attribute Description field, type a description for the attribute.

  5. From the Attribute Data Type drop-down, select one of the following:

    NOTE: You cannot change an attribute’s Data Type after saving the attribute.

    • Integer – Creates a field that accepts a number
    • Money – Creates a field that accepts dollar and cent amounts
    • Decimal – Creates a field that accepts decimal values
    • Percent – Creates a numerical field that accepts percentages
    • Text – Creates a text field for the user to enter text
    • Library – Creates a list from which a user can select values. To create this type of attribute, see Create a Library attribute.

  6. From the Attribute Type drop-down, select which part of a contract the attribute should be applied to:

    NOTE: You cannot change an attribute’s Type after saving the attribute.

    • Contract
    • Version
    • Provision
    • ClauseTerm
  7. (Optional) By default, the attribute is enabled. To disable this attribute after creation, clear the Enabled check box.
  8. If you selected the Library attribute data type, click Save. When the page refreshes, click the Edit Library button to the right of the grayed out Attribute Data Type field.
  9. Do one of the following:
    • To save but remain on this page, click Save.
    • To save and exit this page, click Save and Close.
    • To save and create another attribute, click Save and New.

Create a Library attribute

Library data type attributes allow you to create a list users can select from when applying the attribute.

To create a Library data type attribute:

  1. In the main menu header, click Admin > Manage Attributes.

  2. On the Attributes page, inn the upper right, click Create New Record.

  3. On the Create New Attribute page, in the Attribute name field, type a name for the attribute.
  4. In the Attribute Description field, type a description for the attribute.
  5. From the Attribute Data Type drop-down, select Library.

  6. From the Attribute Type drop-down, select the contract part the attribute should be applied to.

    NOTE: You cannot change an attribute’s Type after saving the attribute.

  7. (Optional) By default, the attribute is enabled. To disable this attribute after creation, clear the Enabled check box.

  8. Click Save.

    The page refreshes to display the Edit Attribute page with your new attribute in the dialog.

  9. Click the Library button.
  10. In the Edit Library dialog, click +Add new record.
  11. In the Library Value field, enter the first item for the pick list in the field provided, then click Save. The item is added to the list, and the Save and Cancel buttons are replaced by an Edit and Delete button set.
  12. Repeat step 11 until all the items in the pick list are added.
  13. Click the X in the upper right corner to close the dialog.
  14. On the Edit Attribute page, click Save and Close to save and exit the page, or click Save and New to save and then create another attribute.