8. Manage Configurations
- Nazar Abdul
- Niziya Saleem (Unlicensed)
Goto Manage Configurations from Logout Menu and then Click on Create New Configuration.
Following account level configurations are supported by CMx.
| Configuration Name/Key | Configuration Description/Value | CMx Behavior |
|---|---|---|
| cmx.default.currency | Any valid currency code Eg: USD INR AED | Create Contract Screen defaults to the currency code set in this value. Default Currency in USD |
| cmx.default.date.format | mm-dd-yy | Default Date Format of CMx is US Date Format For example 04-05-2018 Affected Screens: Create Contract (Effective Date, Expiry Date, Milestone Dates) Update Contract (Effective Date, Expiry Date, Milestone Dates) Manage Contract (Effective Date and Expiry Date) Advanced Search (Effective Date and Expiry Date) Import Data Excel Template (Effective Date and Expiry Date) |
| dd-mm-yy | This date format sets CMx date format to be in UK format of dd-mm-yyyy For ex: 21-05-2018 Affected Screens: Create Contract (Effective Date, Expiry Date, Milestone Dates) Update Contract (Effective Date, Expiry Date, Milestone Dates) Manage Contract (Effective Date and Expiry Date) Advanced Search (Effective Date and Expiry Date) Import Data Excel Template (Effective Date and Expiry Date) | |
| cmx.create.display.auto.generate | true | Displays an "Auto Generate" button which uses the selected type (contract template) and custom field values to generate the contract while creating contract itself in one step. |
| cmx.input.pattern | Any String Value Eg: SQF | CMx reads all key value data from an Excel file with input pattern Example: SQF-Supplier-Form.xlsx that is shared with an external party and makes those external party entered values available as custom fields that can be used for contract document generation. |
| cmx.office365.enabled | true | Use Office 365 in addition to CMx default live editor |
| cmx.contract.documenttab.treeview | true | For enabling document view in hierarchical tree/nested folder structure view in Create/Edit Contract |
| cmx.contract.number.editable | true | Makes contract number editable in edit contract |
| cmx.contract.template.collabera.editor.enabled | true | Live Editor in Contract Template Page |
| cmx.default.emailgroup | youremailgroup@yourdomain.com | CC email for receiving all electroSigned final signed copies. |
| cmx.blank.document.option | false | Hiding new blank document option from Generate Contract options |
| cmx.create.amendment | true | Add this option in manage configurations to create quick and easy amendments to existing documents. This feature provides an option to clone any existing documents of contract and then make edits(amends) to them using the Live Editor. |
| cmx.email.from.name | For example : Sysintellects LLC | Preferred ORG Name for emails |
| cmx.create.contract.hidden.fields | Any fields on create contract main fields other than contract title and contract type , comma separated | Example value: description,renewalDate,contractValue,expiryDate,notificationList,expiryReminder,contractSigners,closeoutdate,approvalworkflow,riskLevel,renewalTerm,autoRenewal,department,contractowner,stage,status,effectivedate,contractingparties,requests,contractnumber |
| cmx.manage.contract.display.custom.fields | Any valid custom field names as comma separated. | |
cmx.default.homepage.{RoleName} Where Unknown macro: {RoleName}
= lower case role name with no white space For example if user role name is Admin, the configuration is: cmx.default.homepage.admin | Value: Any of below values: (1) Dashboard (default without this configuration) /dashboard (2) Calendar /calendar (3) Signature /sendSignature (4) Manage Contracts Default Page Value = /manageContracts?target=showContracts (5) Create Contract Default Page /manageContracts?target=createContracts (6) Manage Requests /request?target=manageRequest (7) Manage Contract Types /contracttype?target=manageContractTypes (8) Manage Custom Fields /customField?target=manageCustomField (9) Manage Contract Templates /contracttemplate?target=manageContractTemplates (10) Manage Contracting Party /contractingparty?target=manageContractingparty (11) Manage Contracting Party Types /contractingpartytype?target=manageContractingPartyTypes (12) Manage Clause Library /clauselibrary?target=manageClauseLibrary (13) Manage Clause Category /clausecategory?target=manageClauseCategory (14) Manage Workflow /workflow?target=manageWorkflow (15) Import /import?target=manageImport (16) Import Status /importstatus?target=manageImportStatus (17) Export /export?target=manageExport (18) Reports /contractanalytics?target=showContractAnalytics (19) Audit Trail /audittrail?target=showAuditTrail (20) Company Profile /companyprofile (21) Manage Locations /location?target=showLocationCreateDetails (22) Manage Departments /department?target=showDepartmentCreateDetails (23) Manage Groups /group?target=showManageGroups (24) Manage Users /controlpanel?target=staffAdmin (25) Manage Role /controlpanel?target=roleAdmin (25) Manage Permission Scheme /permissionscheme | On login , CMx redirects the user with the role to respective default home page configured as value. |
| cmx.electrosign.sendsigneddoc | true | This configuration is required to send final signed pdf to one or more recipients in email after signature. |
| false | Disables the sending of email with final signed pdf after signature. | |
| cmx.electrosign.date.tab.default.format | Format of date in electronic signature tab MMMM DD, yyyy Example: April 05, 2020 DD-MM-YYYY Example: 31-05-2020 | |
| cmx.create.contract.hidden.contract.types | In create/edit contract page , hide certain contract types so that these are not visible for the user. | Example Configuration Description: contract type1,contract type 2 |
| cmx.create.contract.mandatory.fields | ContractingParties,Description,renewaldate,contractvalue,expirydate,notificationlist,contractsigners, closeoutdate,approvalworkflow,stage,status,risklevel,requests,renewalterm | |
| cmx.electrosign.default.email.sign.request.subject | Change the subject of ElectroSign default message to all recipients | For Example: Your Text - ${ContractNumber} ${ContractTitle} |
CMx Website : |
Support Email: |
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