Edit a contract template of type Microsoft word
Edit a contract template to reflect any modifications that must be included in the template to generate a standard contract when an employee submits a contract request.
Before you begin
Role required: sn_lg_contracts.contracts_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
Open a contract template from the list.
On the form, modify the fields.
| Field | Description |
|---|---|
| Name | Unique name for the contract template. |
| Table | Table to which you want to associate the contract template. |
| Category | Document category to which you want to associate the contract template. |
| Document | The document from which you want to import template field mapping. The selected document should be a Microsoft Word \(.docx\) document and should have valid content controllers. For more information, see Add content controls in a Microsoft Word document. |
| Template date format | Format in which you want the date to appear when an agent previews the document, generates the attachment, or initiates document tasks for participants.Note:
|
| Template language | Language in which you want dynamic tokens to be translated when an agent previews the document, generates the attachment, or initiates document tasks for participants.Note:
|
| State | The 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. |
In the Contract Type field, select only one category of the contract type.
If you’re creating a template for non-disclosure agreement, select Non Disclosure Agreement as the contract type.
Select Parse Document to extract any modified content marked by content control from the imported document.
Any new added content controls will be listed under Template Mappings.
Map any new meta data found during parsing.
For more information, see Update contract template mappings for legal contract template.
Select Update to save the modifications.