How to add content controls in a Microsoft Word document?
Ensure that you are on a Windows system to add content controls in a Microsoft Word document.
Procedure
In Microsoft Word, open the document that you want to import as a contract template.
Display the Developer tab in Microsoft Word.
Select the content to be tagged.
Select Plain Text Content Control from the Developer tab.
Select the Properties option from the Developer tab.
In the Content Control Properties dialog box, enter a title for the content control.
Enter a tag value.
Tag names contain a prefix with the content control type.
Supported content control types
Content control type | Description |
field_ | Indicates metadata. |
signature_ | Indicates a signature. |
sign_date_ | Indicates the signing date. |
How to Create a Microsoft Word legal contract template
Role required: sn_lg_contracts.contracts_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
Select New.
Select Word Document Template.
On the Word Template New Record form, fill in the fields.
Provide a unique name for the contract template. Enter the Table name to which you want to associate the contract template. The document field is from which you want to import template field mapping. The selected document should be a Microsoft Word (.docx) document and should have valid content controllers. Select a language from the drop-down list. The state is automatically set to Draft.
Save the form.
Extract the content marked by the supported content controls from the imported document by selecting Parse Document.
Update contract template mappings for legal contract template
Template Mapping:
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
Open a contract template.
Navigate to the Template mapping related list.
Select the field to update.
On the form, fill in the fields.
Select the participant associated with the contract template.
If Document field type is set to Text field, the selected participant is responsible for the task.
If Document field type is set to Signature, the selected participant is responsible for signing the document.
If Document field type is set to Signature date, the date of signing by the signatory will be placed in the document.
Script configuring the mapping between fields and record producer variables. This field is enabled only when the Advanced script field is selected. We can use script when In case of RP variables, use toString().
Example: return taskGr.variables.<variable name>.toString();
The supported content controls are:
field - Indicates metadata
signature_ - Indicates a signature
sign_date_ - Indicates the signing date
The content controls derived from the documentary listed in the Template mappings related list.
Select Save.
The contract template is saved in the Draft state.
To publish the contract template, click on Publish.
Click on Preview to Preview the document.
In the Preview Document window, select the Lookup using list icon.
Select a legal contract request from the list for which you want to generate a sample contract document.
Select Generate Preview and close the Preview document pop-up window.
In the Manage Attachments field, select View to view the document.
(Optional) Select the document link to download it.
(Optional) Modify the contract template if you want to make any changes.
Configure a rule for selecting a legal contract template
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Template Rules.
Configure or modify a contract template rule.
To configure a new contract template rule, click New.
To modify an existing contract template rule, open the contract template rule from the list.
On the form, fill in the fields.
Unique name of the contract template rule.
Conditions under which the contract template selection rule applies.
For example, to apply a rule when a legal request is submitted in an NDA category, you would enter the following condition:
[Category][is][NDA].
Published and active document template that will be picked for generating the contract document when the specified conditions are met.
Result:
Raise the request from Legal Portal:
Previewed the document using Generate Preview method
