Create a contract template to contain content controls
Create a contract template using the Microsoft Word add-in for ServiceNow Contracts to which you can then add content controls.
Before you begin
Verify that the application scope is set to Global by selecting the Application scope icon (
Application scope icon\) in the header of your homepage.
If you’re creating a contract template for a non-task table, verify that the non-task table is added in the extension script. For more information, see Configure non-task tables for contract templates.
Role required: sn_cm_core.contract_config
Procedure
Navigate to All > Contracts Core > Contract Administration > Contract Templates.
Select New.
New contract template form
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Unique name for the contract template. |
| Table | Table to which you want to associate the contract template.Note: The Contract Request table [sn_cm_core_contract_request] is selected by default to centralize the configuration on a single table and improve reusability across product lines. You can choose to configure the template on a different table. |
| Category | Document category to which you want to associate the contract template. |
| Document | Upload a Microsoft Word document of type `.docx`. This document will be replaced with an updated version containing content controls for metadata, signatory, and clauses using Microsoft Word add-in for ServiceNow Contracts. |
| State | The initial state is automatically set to Draft. |
| Application | Application to which the contract template belongs. This field is automatically set to the application scope in which you’re creating the contract template. |
| Active | Option to make the template active and available for use. |
| Signature blocks | Option to disable signature blocks in the contract template.Note: The check box is selected by default to enable the signature block configuration for a contract template. When this option is selected:
|
| Start date | Date on which the Word document template becomes valid. Providing a start date helps when maintaining multiple versions of same template. |
| End date | Date until which the Word document template is valid. Providing an end date helps when maintaining multiple versions of same template. If the values in the Start date and End date fields are empty the template will be always valid. Note: If you specify an end date, you must also specify a start date. |
In the Contract Type field, select only one category of the contract type.
For example, if you’re creating a template for a non-disclosure agreement, select Non Disclosure Agreement as the contract type.
Note: Only active contract types are displayed in the list.
Select Save.
Result
The contract template is saved in the Draft state.
What to do next
Add document content controls using Microsoft Word add-in for ServiceNow Contracts
Parent Topic:Creating a contract template using Microsoft Word add-in for ServiceNow Contracts
Related topics
Add document content controls using Microsoft Word add-in for ServiceNow Contracts
Complete mapping and upload Microsoft Word document that includes content controls