Complete clause mapping to build a clause library

As a contract configurator, complete clause mapping to build a clause library of clause variations containing the content marked in the Microsoft Word document using the Microsoft Word Add-in for ServiceNow Contracts.

Before you begin

• Ensure that the application scope is set to Global. Otherwise, do the following:
  1. Select the Application scope icon () on the top-right corner.
  2. In the drop- down, select the option consisting Application scope.
  3. In the filter navigator, search and select Global.
• Map clause and clause variations in the Microsoft Word document using the Microsoft Word Add-in for ServiceNow Contracts. For more information, see Map clauses and clause variations using the Microsoft Word add-in for ServiceNow Contracts
• Upload and parse the document with the content controls. For more information, see Complete mapping and upload Microsoft Word document that includes content controls.

Role required: sn_cm_core.contract_config

About this task

Clauses that are imported from the Microsoft Word document are used to build a clause library of clause variations.

Procedure

1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.
2. From the list, open the contract template for which you want to complete the clause mapping.
3. Navigate to the Imported clauses related list.
4. Select Complete Clause Mapping.

   Figure 1. Complete Clause Mapping

   

   • If the mapping is successful, the Clause Mappings related list displays the details of mapped clauses with their contract type.
   • If the mapping is not successful, an error message appears. Possible causes could include:
     • No contract type was selected.
     • All clauses were not assigned a classification.
     • Clauses classified as New clause were mapped to a clause instead of being empty.
     • Clauses classified as Existing clause or No change don’t have a clause mapped to them.
5. Select Update to save the contract template.
6. Optional: View the clause variations associated with a clause by selecting the Display/hide hierarchical lists icon () for the clause.

Related concepts

• Add document content controls using Microsoft Word add-in for ServiceNow Contracts

Related tasks

• Create a contract template to contain content controls
• Complete mapping and upload Microsoft Word document that includes content controls