Map clauses and clause variations using the Microsoft Word add-in for ServiceNow Contracts
As a contract configurator, add clause and clause variations to a contract using the Microsoft Word add-in for ServiceNow Contracts.
Warum und wann dieser Vorgang ausgeführt wird
The following video walks you through the process of mapping clause and clause variations using Microsoft Word add-in for ServiceNow Contracts.
Vorbereitungen
The Microsoft Word add-in for ServiceNow Contracts must have been configured. For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts.
An active contract template in the Draft or Editing state must exist. For more information, see Create a contract template to contain content controls.
Role required: sn_cm_core.contract_config and canvas_user
Prozedur
Ergebnisse
- The selected content is tagged with the clause.
- The clause details are synced to the ServiceNow instance. You can access the clause details by logging to the ServiceNow instance and navigating to the Imported Clauses related list of the contract template.
Nächste Maßnahme
Complete mapping and upload Microsoft Word document that includes content controls