Word Template New Record form
The Word Template New Record form is used to create document template.
| 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, or generates the attachment. |
| Template language | Select a language from the drop-down list.Note: Although this field is not marked as mandatory, it is required to process the template. |
| Contract Type | The type of contract that is generated using the word document template. For example, if you're creating a template for a non-disclosure agreement, you would select Non Disclosure Agreement as the contract type.Note: Although this field is not marked as mandatory, it is required to process the template. |
| 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. |
| Start date | Date on which the Word document template becomes valid. Providing a start date helps when maintaining multiple versions of same template. This field is available only when Category is selected. |
| 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 always be valid. Note: If you specify an end date, you must also specify a start date. This field is available only when Category is selected. |
Parent Topic:Legal Simple Contracts reference