When adding a contact person to a contract record, you can select an “association” for that contact; in other words, how is this person associated with this record? You may then use that association in two ways: when sending email notifications through a workflow or merging data into clauses. For example, you could set up a workflow that sends an email notice to whichever contact is named as the internal “Paralegal” in a contract record. Or, you could add merge fields into a clause for the internal and external “Signatory” contacts.
How to define Contact Association Types
Select
from the Settings menu and select the Association Types lookup table.Customize the list of Association Names (the system comes with a few sample association names, such as “Attorney”, “Paralegal”, “Signatory”, etc.).
Click
.
How to add Contact Associations to a Contract Record
Open the contract record and scroll down to the contact(s) mini-grid.
For each contact, click in the Association column where you see
.Select an Association (or Associations) from the drop-down.
Click
.
How to use Contact Associations in a Workflow
Add the “Send Notification” action to a workflow and fill out the Send Notification fields as usual.
In the Recipients drop-down, select “Associated Contact”.
Select a Contact Type (Internal or External) from the drop-down.
Select an Association from the drop-down.
Click
.Click
.
How to use Contact Association merge fields in a Clause
Open the clause, go to the Plugins tab in the editor, and click the
button.Locate Contacts and use the drop-down to select the Internal Contact or External Contact section, depending on which type of contact data you want to merge.
In the drop-down at the top of the fields list, select an Association. For example, to insert data for the Signatory, select Signatory from the drop-down, as seen below.
Insert the cursor where you want to place the merge field and click on the field you want to insert. Repeat for each merge field.
Click
.