Add content controls in a Microsoft Word document

As a legal contract configurator, prepare a Microsoft Word document that you want to import as a contract template by marking the content with content controls so it can be efficiently parsed and reused.

Before you begin

Ensure that you are on a Windows system to add content controls in a Microsoft Word document.

Role required: sn_lg_contracts.contracts_config

Procedure

1. In Microsoft Word, open the document that you want to import as a contract template.

2. Display the Developer tab in Microsoft Word.

   For more information, see the Show the Developer tab topic in the Microsoft Office 365 documentation.

3. Select the content to be tagged.

4. Select Plain Text Content Control from the Developer tab.

5. Select the Properties option from the Developer tab.

6. In the Content Control Properties dialog box, enter a title for the content control.

7. Enter a tag value.

   Note:

   • The tag names are not case sensitive. If there are two tag names as field_COMPANY and field_company, both will be treated same.
   • The maximum character limit for the tag is 200. Tag names contain a prefix with the content control type.

   Content control type	Description
   field_	Indicates metadata.
   signature_	Indicates a signature.
   sign_date_	Indicates the signing date.

   For example, Microsoft Outlook Add-In for Legal Service Delivery If you are adding a metadata for company name, you would name the tag field_company.

1. Select OK.

Parent Topic:Configure legal contract templates of type Microsoft Word

Related topics

Create a Microsoft Word legal contract template

Create and configure participants for legal contract template

Update contract template mappings for legal contract template

Publish a contract template