Configure the storage form

The storage form allows you, as a Tomorro administrator, to define the information required for a contract to be considered complete when archived.

This configuration ensures that all contracts of the same type contain the key data, regardless of how they were added to Tomorro (creation, signature, or import).

In addition, Oro can help automatically retrieve and complete this information:

after contract generation, negotiation, and signature in Tomorro,
or after importing contracts signed outside of Tomorro.

Define mandatory information for storage

Click Add a field and select the field of your choice

Click … and Remove from form if you want to remove it from the form
or edit if you need to modify the field.

The fields are then displayed in alphabetical order.

Define the dynamic folder

You can automate how contracts are stored in the contract repository to ensure a clear and consistent organization.

Choose the main folder

By default, all contracts are stored in Repository.

Click Repository to select or search for a folder or subfolder you have access to
Click Store here to confirm

All future contracts created from this contract type will automatically be stored in this folder.

Changes to this setting are not retroactive: contracts that have already been created will not be moved and will need to be updated manually from the contract repository if needed.

Add a dynamic subfolder (optional)

Dynamic subfolders allow you to automatically create subfolders based on contract data.

Click Add a dynamic subfolder
Type @ to insert a custom field
Select the desired field (e.g. @Counterparty)

Dynamic subfolders are:

Reused if they already exist
Automatically created if they do not exist

Rich text fields are not supported to avoid duplicates
(e.g. Air France ≠ AIR FRANCE).

Manage folder access

Access rights depend on the selected parent folder:

If an existing parent folder is used, its permissions are inherited by the subfolders
If the first level is Contract repository, only the contract type owners will have access to the created contracts

Best practice

To properly manage access rights:

Create a dedicated parent folder (e.g. Sales)
Assign the appropriate access rights
Use this folder as the starting point for your folders (dynamic or not)

All contracts created from this contract type will then automatically have the correct access rights.

Generate a dynamic contract name using custom fields

The contract name can automatically adapt based on the information entered during generation.

Use your account’s custom fields to build the contract name
Type @ to display and insert available fields

Example: The contract name uses the contract type name and adapts automatically to the counterparty name: NDA – Leroy Merlin

All fields used in the dynamic contract name must be filled in during contract generation in order to generate the name automatically.

Edit the contract name after generation

When generating the contract, the name is displayed in grey as it is automatically generated.

You can still edit it at any time by clicking directly on the contract name in the top-left corner once the contract is created.

Disable the automatic contract name

If you do not want to use a dynamic name, leave the Contract name field empty in the automation : the contract name will then need to be entered manually for each new contract.