Generate and preview a contract document from a template

View the final form of a contract document with the content controls replaced with the values of the variables or return values of scripts.

Before you begin

Role required: sn_cm_core.contract_config

Procedure

1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.

2. Open a contract template.

3. Select Preview.

4. In the Preview Document window, select the Lookup using list icon

1. Select a contract request from the list for which you want to generate a sample contract document.

2. Select Generate Preview and close the Preview document pop-up window.

3. In the Manage Attachments field, select View to view the document.

4. Select the document link to download it.

5. Modify the contract template if you want to make any changes.

Parent Topic:Manage clauses, tables, and contract templates

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