Add document content controls using Microsoft Word add-in for ServiceNow Contracts
Add content controls using the Microsoft Word add-in for ServiceNow Contracts. Content controls act as placeholders in contract templates.
The Microsoft Word add-in for ServiceNow Contracts enables you to add content controls for metadata, signatories, clauses, and table into the contract document from the following tabs.
- Metadata: View and add metadata for fields, variable, and variable sets to pre-fill the information in the contract document.
- Signatory: View and add signatories to add their signatures in the contract document.
- Clauses: View and add clause and clause variations to a contract document.
- Table: Determine the data that will be added from a data source table in your ServiceNow instance to a table in a contract document
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The image shows the components of the Microsoft Word add-in for ServiceNow Contracts
The image shows the components of the Microsoft Word add-in for ServiceNow Contracts
You can also switch application scope and log out using the following options:
- Switch scope icon: Use the switch scope icon (
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Switch scope icon\) to set the correct scope to enable editing of the contract template. This icon is active when you select a contract template for editing and also have an admin role.
Switch scope icon\) to set the correct scope to enable editing of the contract template. This icon is active when you select a contract template for editing and also have an admin role.
- Logout icon: Use Logout icon (
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Logout icon\) to log out from Microsoft Word add-in for ServiceNow Contracts.
Logout icon\) to log out from Microsoft Word add-in for ServiceNow Contracts.
**Note:** If you are directed to platform page instead of Word Add-in page when you re-login, follow the steps mentioned in [this KB article](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2025171) to resolve the issue.
- Configure metadata for fields, variables, and variables sets in a contract document
As a contract configurator, add and configure metadata for fields, variable, and variable sets to pre-fill the information in the contract document. - Configuring signatories in Contract template using Microsoft Word add-in
For signatories to add their signatures in the contract document, you can either create signature blocks or configure participants in a contract template with placeholders. - Map clauses and clause variations using the Microsoft Word add-in for ServiceNow Contracts
As a contract configurator, add clause and clause variations to a contract using the Microsoft Word add-in for ServiceNow Contracts. - Map contract tables using the Microsoft Word add-in for ServiceNow Contracts
Use the ServiceNow Contracts add-in to map a contract table to a source table in your ServiceNow instance to determine the data that will be added in a contract document. When a contract document is generated from the template, the rows and columns are dynamically added in the mapped table of the contract document.
Parent Topic:Creating a contract template using Microsoft Word add-in for ServiceNow Contracts
Related topics
Create a contract template to contain content controls
Complete mapping and upload Microsoft Word document that includes content controls