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Collaborator in Master agreement

jaheer_hussain
Active Contributor
0 Kudos

Hi All,

I want to be Collaborator in all new Master agreement by default.How can I do this ?

Can anybody throw light on this?

With Regards,

Jaheer Hussain.

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Jaheer,

You can do this using the document security templates.

Under Setup > Document Setup > General > Document Security Templates > Master Agreement Security Template you can navigate to the New Document tab and add an entry to the table with Principle Type "Specified User" and add your user account. This way you will be automatically added as a collaborator on each new master agreement created.

I hope this helps.

Dan

Answers (0)