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Modifying Contract File Folder Structure

This content applies solely to Award Management, which must be purchased separately from the Appian base platform.

Introduction

Award Management's contract file folder structure intelligently file documents into the appropriate contract file folder, which allows users to more efficiently manage their contract file and documents.

This section walks you through you how to update the contract file to your organization's structure and how to add and use search text in the intelligent document filing.

Modifying the contract file folder structure

The contract file has several parent folders, with a number of subfolders under each parent folder. You can modify both the parent folder and its subfolders.

To modify the contract file folders:

  1. Open the expression rule AS_AM_UT_contractingFolderStructure.
  2. Modify the textMatch parameter under each subfolder by changing it to the document filename you want the solution to search by so that it can find all matching documents and place them in the subfolder.

Example

The following is an example of a defined parent folder and subfolders in the AS_AM_UT_contractingFolderStructure expression rule.

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{
    folderName: "Requirements Development",
    subFolders: {
      {
        folderName: "Acquisition Strategy, Analysis of Alternatives, IPT Documentation",
        textMatch: {"Strategy",
                    "Acquisition Strategy",
                    "IPT"
        },
        subFolders: {}
      },
      {
        folderName: "Acquisition Plan(AP)",
        textMatch: {
          "Acquisition Plan"
        },
        subFolders: {}
      },
      {
        folderName: "Market Research Documentation",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Requirements Checklist",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Appointment Letters",
        textMatch: {
          "COR Appointment"
        },
        subFolders: {}
      },
    }
  },
  {
    folderName: "Solicitation",
    subFolders: {
      {
        folderName: "Combined Synopsis and Solicitation",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Notice of Subcontracting Opportunities",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Pre-Solicitation Notices, Synopsis(and Amendments), Exemption, Responses Special Notice",
        textMatch: {},
        subFolders: {}
      },
    }
  }

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