This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions. |
Your team's ability to efficiently find and manage contract files and related documents is critical to an optimized workflow and improves decision speed. Award Management uses custom tags to create the framework for the solution's contract file folder structure, then uses the tags to intelligently file documents into the appropriate contract file parent folders and subfolders. Additionally, AM uses Text
parameters, defined at the subfolder level, to add another layer of organization to your contract file folder structure to search, find, and group documents with matching parameters in the same subfolder.
AM enables admin users to easily configure custom tags and Text
parameters to match your organization's contract file folder structure needs, allowing your team to manage their contract files and documents more efficiently.
Note: The AS_AM_UT_contractingFolderStructure
expression rule previously used to configure the contract file parent folders and subfolders AM 1.7 and earlier has been deprecated. This expression rule will be moved in a future AM release.
This content walks you through configuring and managing the custom tags that define your organization's file folder structure. Before continuing, ensure you are in the AS AM Award Management Settings Site Access
group.
By default, the contract file folder structure that ships with the AM solution is organized into several parent folders and subfolders. Before creating any solicitations or awards, you can modify the folder structure and organization from the AM Settings site. After this time, additional changes to the contract file folder structure are not supported.
To add a parent folder:
From the side menu panel, select Folders.
Enter the folder name and click ADD.
Your new contract file folder will display in the Folders list, allowing you to create subfolders if needed.
To add subfolders to a parent folder:
From the Folders list, click the link associated with the contract file folder to which you want to add a subfolder.
You can modify the contract file folder structure by updating or deleting existing folders and subfolders or modifying subfolder parameters.
appian-style-note
You cannot modify contract file folders with active awards or solicitations.
To rename an existing parent folder:
To delete an existing parent folder:
To edit the parameters for an existing subfolder:
Configuring Contract File Folder Structure