You can also use the page to create contract documents. Ad hoc documents typically have Create Document fewer required fields than contract documents. Ad hoc documents do not go through the approval workflow. You do not need to add the Contract Manager or Additional Approval fields. Review and update any of the fields as needed. Click the Save button at the top of the page. SWIFT will assign an Ad Hoc ID. Then, click Create Document. NOTE: You have the option to save this page and return to it later. You can access it again by navigating to the Document Management page and searching for the Ad Hoc ID. Step 3: Complete the Ad Hoc Document. Depending on the Ad Hoc Document you selected, SWIFT may or may not have additional questions. If there are additional questions, SWIFT displays the Wizard Executive Document Creation page. – Answer any remaining questions. Click Finish. If there are not additional questions, SWIFT returns you to the Document Management page. On the Document Management page, edit the document to update the template for your purposes. Click the Edit Document button. SWIFT brings you to the Document Management page for the ad hoc document. Review the draft version. Click on the View Document button. SWIFT also updates the Status to “Checked Out By”. SWIFT also displays a Word document for your review. Click on it and update it as needed. When you have completed the editing, save it in Word. DO NOT change the file name or SWIFT will not recognize it. Check the ad hoc contract document back into SWIFT. On the Document Management page, click the Check In button. SWIFT opens up the Check In Document page.
You can also use the Create Document page to create contract documents. Ad hoc documents typically have fewer required fields than contract documents. Ad hoc documents do not go through the approval workflow. You do not need to add the Contract Manager or Additional Approval fields. Review and update any of the fields as needed. Click the Save button at the top of the page. SWIFT will assign an Ad Hoc ID. Then, click Create Document. NOTE: You have the option to save this page and return to it later. You can access it again by navigating to the Document Management page and searching for the Ad Hoc ID. Step 3: Complete the Ad Hoc Document. Depending on the Ad Hoc Document you selected, SWIFT may or may not have additional questions. If there are additional questions, SWIFT displays the Wizard Executive – Document Creation page. Answer any remaining questions. Click Finish. If there are not additional questions, SWIFT returns you to the Document Management page. On the Document Management page, edit the document to update the template for your purposes. Click the Edit Document button. SWIFT brings you to the Document Management page for the ad hoc document. Review the draft version. Click on the View Document button. SWIFT also updates the Status to “Checked Out By”. SWIFT also displays a Word document for your review. Click on it and update it as needed. When you have completed the editing, save it in Word. DO NOT change the file name or SWIFT will not recognize it. Check the ad hoc contract document back into SWIFT. On the Document Management page, click the Check In button. SWIFT opens up the Check In Document page.