When creating a contract record, the Contract Manager may have the option to select a Contract Template and/or a Main Document Template.

A Contract Template is applied when creating the contract record and will automatically enter default values in select fields on the contract record.

A Main Document Template can be selected and applied when you create the contract record, when you upload a Main Document, or when you are using the Jaggaer Contract Authorizing for Word app.  Main Document Templates are Harvard templates that have been approved by your contracting group or OGC and have preferred contract terms and conditions.

It is important to select the correct template for your contract; if unsure, discuss your options with the Legal representative who normally reviews your contracts.